CRD: 104510
Edelman Financial Engines
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-14-1998
- Office Locations
- 284
Office Locations
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.
Reported data analysis
What the numbers show
Between October 20, 2025 and July 24, 2026, reported AUM increased 11.4%, from $292.9B to $326.3B.
Across 5 reported observations, AUM increased 12.4% between November 29, 2022 and July 24, 2026, from $290.4B to $326.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 553 advisory representatives and 1,566,536 clients, or 2,832.8 clients per representative. That equates to $208.3K in reported AUM per client.
The profile lists 284 reported office locations and 28 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
LEWIS EMERSON ANTONE
EVP, RISK OFFICER
- CRD
- --
- Ownership
- Less than 5%
GREG CORSO
CHIEF MARKETING OFFICER, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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DANTE THOMAS ABBAS
Inbound Investment Advisor
- CRD
- #8131138
DANIEL PATRICK ABRAMS
Shareholder
- CRD
- #5400593
Showing 2 of 731 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $326,285,243,393 | $215,064 |
| Non-Discretionary | $0 | -- |
| Total | $326,285,243,393 | $215,064 |
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Separately Managed Accounts
SMA allocation detail is available
Edelman Financial Engines has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Edelman Financial Engines's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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