Edelman Financial Engines
Edelman Financial Engines is America's largest independent registered investment adviser, managing $326 billion in assets for 1.24 million clients as of December 31, 2025, with comprehensive financial planning, wealth management, and retirement services including 401(k) plans. Recognized as a Barron's Top Independent Financial Advisory Firm for eight consecutive years, the firm operates over 140 locations nationwide, delivering technology-driven, fiduciary advice. In Miami and South Florida, Edelman Financial Engines provides tailored investment strategies and retirement planning to high-net-worth individuals and businesses, leveraging its national expertise for local financial success.
Miami Connection
Edelman Financial Engines maintains a strong presence in Miami and South Florida through its extensive network of over 140 offices nationwide, offering personalized wealth management and retirement planning services to local clients. The firm serves high-net-worth individuals, corporations, and workplace plans in the region, utilizing advanced tax strategies like tax-loss harvesting and direct indexing. Its fiduciary approach ensures South Florida businesses and residents benefit from cost-effective, diversified portfolios amid the area's dynamic economy.
Key People
Quick Facts
- Industry
- Registered Investment Advisory and Wealth Management
- Headquarters
- Santa Clara, California
- Founded
- 2018