Founded by Ric Edelman as Edelman Financial Services in 1986, the company grew into one of the largest independent financial advisory firms in the United States. In 2018, it merged with Financial Engines, a major provider of advisory services for workplace retirement plans, to become Edelman Financial Engines. The combined entity provides comprehensive, personalized financial planning and investment management services, focusing on helping individuals manage their wealth, plan for retirement, and achieve their long-term financial goals through a network of financial planners and a robust digital platform.

Founded in

United States