# Edelman Financial Engines

Edelman Financial Engines is an Asset Manager based in Santa Clara, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Santa Clara, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2018
- **Assets under management:** >$250B (Altss estimate)
- **Website:** edelmanfinancialengines.com
- **LinkedIn:** https://www.linkedin.com/company/edelman-financial-engines

## Regulatory record

- **CRD number:** 104510
- **SEC file number:** 801-55196
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104510

## About

Edelman Financial Engines is an SEC-registered investment adviser in SANTA CLARA, CA, since 1998. The firm manages $326.3 billion in assets. It has 1679 employees and 553 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## Offices

- Santa Clara, CA
- Phoenix, AZ
- Fairfax, VA
- Overland Park, KS

## People

- Jason Van de Loo — Chief Investment Officer

## Questions

### Who makes investment decisions at Edelman Financial Engines?

The Investment Management Committee determines asset allocation and fund selection, chaired by Chief Investment Officer Jason Van de Loo. The committee oversees the model portfolios that underpin managed accounts and individual advisory relationships. Investment policy is centrally controlled; local financial planners do not have discretion over core portfolio construction.

### How does Edelman Financial Engines source its clients?

The firm sources clients predominantly through corporate 401(k) plan-sponsor relationships, where participants are offered managed account services and financial planning. Additional clients enter through direct-to-consumer marketing of financial planning services. The workplace channel provides a built-in pipeline of retirees rolling over assets into the firm's advised accounts.

### What is the connection between Edelman Financial Engines and Ric Edelman?

Ric Edelman co-founded Edelman Financial Services and served as its public face for decades before leaving the combined firm in 2021. He is no longer involved in day-to-day operations or investment management. He subsequently launched the Digital Assets Council of Financial Professionals, an independent education platform focused on crypto assets.

### How is the firm's governance structured post-merger?

Hellman & Friedman controls the board through its majority stake in the holding company. Day-to-day leadership sits with CEO Jay Shah, who returned to sole command in 2024 after a period of co-CEO arrangements. The firm operates as a consolidated RIA with multiple SEC-registered subsidiaries under unified ownership.

## Related profiles

- [GAI Consultants Holdings](https://altss.com/profile/gai-consultants-holdings)
- [JM Huber Corporation](https://altss.com/profile/jm-huber-corporation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/edelman-financial-engines

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