# Edelman Financial Engines

Edelman Financial Engines is a Multi Family Office based in Santa Clara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Clara, United States
- **Region:** North America
- **Address:** Fairfax, VA, United States
- **Founded:** 1986
- **Assets under management:** $326B (Dec 31 2025)
- **Website:** www.edelmanfinancialengines.com
- **LinkedIn:** https://www.linkedin.com/company/edelman-financial-engines

## Regulatory record

- **Reports private funds:** No

## About

Edelman Financial Engines is a leading U.S. independent registered investment adviser delivering technology-enabled financial planning, investment management, retirement income solutions, and related services to individual wealth clients and workplace retirement plan participants. Advisory services are provided by Financial Engines Advisors L.L.C. (FEA), an SEC-registered investment adviser whose principal owner is Edelman Financial Engines, LLC (per Form ADV brochure and firm disclosures). The firm traces its roots to Edelman Financial Services (founded 1986) and Financial Engines (established 1997), which combined under the FEA registration in November 2018 and primarily operates as Edelman Financial Engines. As of December 31, 2025, it served 1.24 million clients (workplace and wealth) and managed $326 billion in client assets, with 146 locations nationwide (per firm website). It is the largest managed account provider by defined contribution assets and market share as of December 31, 2025 (per Cerulli Associates data cited by the firm). Services encompass holistic personalized planning, discretionary wrap-fee investment management using proprietary optimization engines and models (mutual funds/ETFs), workplace managed accounts and advice, tax/estate/insurance guidance, all delivered as a fiduciary without planner commissions on product sales (per ADV Part 2A and wrap fee brochure dated March 31, 2026). Headquarters are at 3945 Freedom Circle, Santa Clara, California. Leadership is led by CEO and President Ralph Haberli. The firm emphasizes accessible, goals-based advice combining high-tech modeling with high-touch planner relationships for everyday investors.

## Sectors

- Financial Services
- Wealth Management

## Offices

- Santa Clara, CA
- Boston, MA
- Phoenix, AZ
- Overland Park, KS

## People

- Ralph Haberli — CEO and President
- Lee Antone — Chief Legal and Risk Officer
- Greg Corso — Chief Marketing Officer
- Steve Gaven — Chief Financial Officer
- Michael Liersch — Chief Planning Officer
- Valerie Pimenta — Chief People Officer

## Questions

### What is the legal name of the registered investment adviser for Edelman Financial Engines?

Financial Engines Advisors L.L.C. (FEA), which primarily operates under the Edelman Financial Engines name; all advisory services are provided by FEA (per firm Form ADV brochure and website disclosures).

### What is the most recent disclosed AUM for Edelman Financial Engines?

$326 billion in client assets managed as of December 31, 2025 (per official firm website); regulatory AUM is reported as approximately $326.3 billion in the most recent Form ADV filing.

### Where is Edelman Financial Engines headquartered?

Santa Clara, California (3945 Freedom Circle), with 146 locations nationwide as of December 31, 2025 (per firm website and Form ADV address).

### When was the firm founded and how was it formed?

Edelman Financial Services was founded in 1986 and Financial Engines in 1997; the businesses combined under Financial Engines Advisors L.L.C. in November 2018 and operate as Edelman Financial Engines (per Form ADV brochure and firm about page).

### Who currently leads Edelman Financial Engines?

Ralph Haberli serves as CEO and President; other executive team members include Lee Antone (Chief Legal and Risk Officer), Steve Gaven (CFO), and others listed on the official leadership page (per firm website as of 2026).

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Last updated: 2026-07-17T20:06:12.000Z

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