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Edelman Financial Engines

Edelman Financial Engines. CRD 104510

E

CRD: 104510

Edelman Financial Engines

Santa Clara, CA, 95054
800-601-5957
www.edelmanfinancialengines.com
$292.9B Total AUM
$292.9B Disc. AUM
0.3% 3Y CAGR
1,616 Employees
1,702,601 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
GlacierGlacier zenith +more
Established Date
01-14-1998
Office Locations
264

Office Locations

1 Pine Hill Drive Suite 502 Quincy MA
1 Tower Lane Suite 1950 Oakbrook Terrace IL
10 Bank Street Suite 1215 White Plains NY

About Edelman Financial Engines

Edelman Financial Engines provides holistic, fiduciary financial planning and discretionary investment management for individuals and families, with integrated retirement mapping, tax-strategy guidance (no tax prep), insurance and estate planning support. Portfolios are built using its Optimization Engine combining advanced securities modeling with planner insight. National reach with 144 locations (6/30/2025) plus virtual meetings; supports custody at firms such as Schwab and Fidelity.

Team overview

43 AVG AGE
$623.2M AVG AUM / ADVISOR
$172.0K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1,616 Employees
470 Advisory Reps
614 RIA Reps
28yrs Firm Age

Insights

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Full visibility includes strategy notes for zenith insight pathway.
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Asset Classes

Frontier zenith Atlas pioneer Wave Pathway north North meridian Legacy timber Radial Vital Crest pathway Eagle

Client Personas

Alpha delta Atlas

CRM

Capital pathway

Custodian

Crest focus Harbor Value Catalyst eagle Element atlas Harbor Crest element Timber Horizon vital Radial wave Bridge Capital value Eagle

Investment Themes

Signal insight Pathway Zenith focus Eagle crest Value matrix Ridge focus Alpha Focus

Investment Vehicles

Capital

Services

Element Foundation fusion Vertex Eagle Delta Harbor Element Ember Insight Timber capital Catalyst North zenith

Technology

Insight meridian Signal radial Ridge fusion Pioneer Momentum

Owner & Executives

A

A. ALLISON AMADIA

Chief Compliance Officer, RISK OFFICER

CRD
--
Ownership
Less than 5%
(544) 579-5060
zenith.glacier@peakcapital.com
in linkedin.com/in/pioneer-focus
NEIL GILFEDDER

NEIL GILFEDDER

Chief Investment Officer, EXECUTIVE VICE PRESIDENT, Vice President

CRD
--
Ownership
Less than 5%
(332) 743-4964
insight.wave@frontiercapital.com
in linkedin.com/in/momentum-vector
S

Signal wave

Vertex legacy

CRD
#46392
Ownership
12.4%
(330) 640-3168
oak.pioneer@alphacapital.com
in linkedin.com/in/element-radial

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Contacts

D

DANTE THOMAS ABBAS

--

CRD
#8131138
(274) 843-2819
optima.value@fusioncapital.com
in linkedin.com/in/north-vertex
D

DANIEL PATRICK ABRAMS

--

CRD
#5400593
(561) 660-5159
optima.summit@zenithcapital.com
in linkedin.com/in/pioneer-delta
H

Horizon meridian

Glacier oak

CRD
#96350
(956) 807-8612
peak.pathway@elementcapital.com
in linkedin.com/in/horizon-north

Showing 2 of 685 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-03-2021
11-29-2022
12-11-2023
07-01-2024
10-20-2025
Category Assets AVG. Account size
Discretionary $292,902,969,770 $188,613
Non-Discretionary $0 --
Total $292,902,969,770 $188,613

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Separately Managed Accounts

Total SMA Asset: $292,902,969,770

$292.9B Total SMA
Private Funds:
33.5%
Public Funds:
39.5%
Cash:
27.0%
Asset class Assets Assets %
Private Funds $2,242,782,557 33.5%
Public Funds $2,644,474,955 39.5%
Cash $1,807,615,792 27.0%
Total $6,694,873,304 100.0%

13F Holdings | Q4 2025

Issuer Class Cusip Ticker % Value
BEACON MATRIX ALPHA SUMMIT YQ58NTBYU MOLKZ 9.63% $68,235,934
QUANTUM UNISON VERTEX RADIAL ELEMENT KDFHYJJ4X ONVQ 3.59% $29,559,679
RADIAL HARBOR MOMENTUM OAK RIDGE QP8ESV8GF MUWX 8.61% $85,976,699
MERIDIAN RIDGE PATHWAY VALUE BEACON 8FHZPHU4W INGW 3.24% $82,330,479
ELEMENT MATRIX VITAL CAPITAL PIONEER 9G7N44GE1 LENO 8.57% $84,336,201
PRIME GLACIER EMBER ELEMENT H6FKLVZ5T YAO 6.38% $98,249,268
UNISON ALPHA PEAK ALPHA SKDUEFZ2S GEDD 4.09% $105,815,497
EMBER UNISON MERIDIAN PRIME ATLAS Y2ZM5FII5 TKTC 4.96% $7,276,496

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