FINANCIAL ENGINES ADVISORS L.L.C.
DBA: EDELMAN FINANCIAL ENGINES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $326.29B |
| Discretionary | $326.29B100% of AUM |
| Client Accounts | 1,517,156 |
| Avg Account Size | $215K |
| Employees | 1,679 |
| Peak AUM | $326.29BMar 2026 |
AUM by Client Type
Total AUM
$326.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326.3B | +11.4% | +10.5% | +4.6% | |
| Discretionary AUM | $326.3B | +11.4% | +10.5% | +4.6% | |
| Total Accounts | 1.5M | 2.3% | 1.6% | 0.7% | |
| Avg Account Size | $215,063.74 | +14.0% | +12.3% | +5.4% | |
| Employees | 2k | +3.9% | +3.5% | +2.4% | |
| AUM / Employee | $194M | +7.2% | +6.7% | +2.2% | |
Client AUM Segments | |||||
| Wealth AUM | $179.2B | +13.7% | +14.2% | +7.3% | |
| Institutional AUM | $1.3B | +9.6% | +25.1% | +11.0% | |
| Other AUM | $145.8B | +8.7% | +6.4% | +1.8% | |
Client Count Segments | |||||
| HNW Clients | 432k | 3.4% | +0.3% | +0.4% | |
| Institutional | 440 | +0.7% | 4.7% | +2.5% | |
| Individuals | 46k | +24.4% | +23.7% | +11.6% | |
Key Metrics
| Total AUM | $326.29B |
| Discretionary | $326.29B |
| Employees | 1679 |
| Client Accounts | 1517156 |
| Client Range | More than 500 |
Contact & Location
Address
3945 FREEDOM CIRCLE
SANTA CLARA CA 95054
Phone
833-752-6333
Filing History
85 ADV Part 1 submissions
Fee Structure
% of AUMHourlySubscriptionFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$326.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant