FINANCIAL ENGINES ADVISORS L.L.C.
Legal name: EDELMAN FINANCIAL ENGINES
CRD #104510 SEC #801-55196 SANTA CLARA, CA 800-601-5957
SEC Registered
Total AUM
$292.9B
Discretionary
$292.9B
Employees
1,616
Clients
--
Accounts
1,552,934
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $292.9B | $292.9B | $0 | 1,616 | 420,881 |
| Apr 2025 | $292.9B | $292.9B | $0 | 1,616 | 420,881 |
| Mar 2025 | $292.9B | $292.9B | $0 | 1,616 | 420,881 |
| Jul 2024 | $270.8B | $270.8B | $0 | 1,578 | 448,243 |
| Apr 2024 | $270.8B | $270.8B | $0 | 1,578 | 448,243 |
| Mar 2024 | $270.8B | $270.8B | $0 | 1,578 | 448,243 |
| Dec 2023 | $242B | $242B | $0 | 1,514 | 423,488 |
| Sep 2023 | $242B | $242B | $0 | 1,514 | 423,488 |
| Sep 2023 | $242B | $242B | $0 | 1,514 | 423,488 |
| Apr 2023 | $242B | $242B | $0 | 1,514 | 423,488 |
| Mar 2023 | $242B | $242B | $0 | 1,514 | 423,488 |
| Nov 2022 | $290.4B | $290.4B | $0 | 1,462 | 535,739 |
| May 2022 | $290.4B | $290.4B | $0 | 1,462 | 535,739 |
| Mar 2022 | $290.4B | $290.4B | $0 | 1,462 | 535,739 |
| Dec 2021 | $260.1B | $260.1B | $0 | 1,489 | 545,131 |
| Sep 2021 | $260.1B | $260.1B | $0 | 1,489 | 545,131 |
| Jul 2021 | $260.1B | $260.1B | $0 | 1,489 | 545,131 |
| Mar 2021 | $260.1B | $260.1B | $0 | 1,489 | 545,131 |
| Dec 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Dec 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Nov 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Oct 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Sep 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Jun 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Jun 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| May 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Mar 2020 | $229B | $229B | $0 | 1,530 | 589,581 |
| Jan 2020 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Dec 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Oct 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Sep 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Aug 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Jun 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Mar 2019 | $181.3B | $181.3B | $0 | 1,426 | 654,945 |
| Jan 2019 | $205.6B | $205.6B | $0 | 1,375 | 524,141 |
| Nov 2018 | $205.6B | $205.6B | $0 | 1,375 | 524,141 |
| Aug 2018 | $169.4B | $169.4B | $0 | 939 | 525,343 |
| Mar 2018 | $169.4B | $169.4B | $0 | 939 | 525,343 |
| Sep 2017 | $138B | $138B | $0 | 908 | 9,625,900 |
| Jul 2017 | $138B | $138B | $0 | 908 | 9,625,900 |
| Jun 2017 | $138B | $138B | $0 | 908 | 9,464,900 |
| Apr 2017 | $138B | $138B | $0 | 908 | 9,464,900 |
| Mar 2017 | $138B | $138B | $0 | 908 | 9,464,900 |
| Nov 2016 | $134.4B | $134.4B | $0 | 901 | 9,480,515 |
| Sep 2016 | $113.4B | $113.4B | $0 | 531 | 10,796,326 |
| Sep 2016 | $113.4B | $113.4B | $0 | 531 | 10,796,326 |
| Jul 2016 | $113.4B | $113.4B | $0 | 531 | 10,796,326 |
| Feb 2016 | $113.4B | $113.4B | $0 | 531 | 10,796,326 |
| Mar 2015 | $104.4B | $104.4B | $0 | 520 | 9,359,500 |
| Jan 2015 | $88.2B | $88.2B | $0 | 429 | 8,950,500 |
| Jul 2014 | $88.2B | $88.2B | $0 | 429 | 8,950,500 |
| Mar 2014 | $88.2B | $88.2B | $0 | 429 | 8,950,500 |
| Jan 2014 | $63.9B | $63.9B | $0 | 380 | 8,300,000 |
| Apr 2013 | $63.9B | $63.9B | $0 | 380 | 8,300,000 |
| Nov 2012 | $47.5B | $47.5B | $0 | 350 | 8,000,000 |
| Jul 2012 | $47.5B | $47.5B | $0 | 251 | 8,000,000 |
| Mar 2012 | $47.5B | $47.5B | $0 | 251 | 8,000,000 |
| Jan 2012 | $37.7B | $37.7B | $0 | 251 | 7,336,000 |
| Aug 2011 | $37.7B | $37.7B | $0 | 251 | -- |
| Mar 2011 | $37.7M | $37.7M | $0 | 251 | -- |
| Apr 2010 | $25.8B | $25.8B | $0 | 251 | -- |
| Mar 2010 | $25.8B | $25.8B | $0 | 251 | -- |
| Apr 2009 | $15.7B | $15.7B | $0 | 51 | -- |
| Mar 2007 | $8.2B | $8.2B | $0 | 51 | -- |
| Sep 2005 | $1B | $1B | $0 | 51 | -- |
| Mar 2004 | $10.1M | $10.1M | $0 | 51 | -- |
DateOct 2025
Total AUM$292.9B
Discretionary$292.9B
Non-Disc.$0
Employees1,616
Clients420,881
DateApr 2025
Total AUM$292.9B
Discretionary$292.9B
Non-Disc.$0
Employees1,616
Clients420,881
DateMar 2025
Total AUM$292.9B
Discretionary$292.9B
Non-Disc.$0
Employees1,616
Clients420,881
DateJul 2024
Total AUM$270.8B
Discretionary$270.8B
Non-Disc.$0
Employees1,578
Clients448,243
DateApr 2024
Total AUM$270.8B
Discretionary$270.8B
Non-Disc.$0
Employees1,578
Clients448,243
DateMar 2024
Total AUM$270.8B
Discretionary$270.8B
Non-Disc.$0
Employees1,578
Clients448,243
DateDec 2023
Total AUM$242B
Discretionary$242B
Non-Disc.$0
Employees1,514
Clients423,488
DateSep 2023
Total AUM$242B
Discretionary$242B
Non-Disc.$0
Employees1,514
Clients423,488
DateSep 2023
Total AUM$242B
Discretionary$242B
Non-Disc.$0
Employees1,514
Clients423,488
DateApr 2023
Total AUM$242B
Discretionary$242B
Non-Disc.$0
Employees1,514
Clients423,488
DateMar 2023
Total AUM$242B
Discretionary$242B
Non-Disc.$0
Employees1,514
Clients423,488
DateNov 2022
Total AUM$290.4B
Discretionary$290.4B
Non-Disc.$0
Employees1,462
Clients535,739
DateMay 2022
Total AUM$290.4B
Discretionary$290.4B
Non-Disc.$0
Employees1,462
Clients535,739
DateMar 2022
Total AUM$290.4B
Discretionary$290.4B
Non-Disc.$0
Employees1,462
Clients535,739
DateDec 2021
Total AUM$260.1B
Discretionary$260.1B
Non-Disc.$0
Employees1,489
Clients545,131
DateSep 2021
Total AUM$260.1B
Discretionary$260.1B
Non-Disc.$0
Employees1,489
Clients545,131
DateJul 2021
Total AUM$260.1B
Discretionary$260.1B
Non-Disc.$0
Employees1,489
Clients545,131
DateMar 2021
Total AUM$260.1B
Discretionary$260.1B
Non-Disc.$0
Employees1,489
Clients545,131
DateDec 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateDec 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateNov 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateOct 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateSep 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateJun 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateJun 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateMay 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateMar 2020
Total AUM$229B
Discretionary$229B
Non-Disc.$0
Employees1,530
Clients589,581
DateJan 2020
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateDec 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateOct 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateSep 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateAug 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateJun 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateMar 2019
Total AUM$181.3B
Discretionary$181.3B
Non-Disc.$0
Employees1,426
Clients654,945
DateJan 2019
Total AUM$205.6B
Discretionary$205.6B
Non-Disc.$0
Employees1,375
Clients524,141
DateNov 2018
Total AUM$205.6B
Discretionary$205.6B
Non-Disc.$0
Employees1,375
Clients524,141
DateAug 2018
Total AUM$169.4B
Discretionary$169.4B
Non-Disc.$0
Employees939
Clients525,343
DateMar 2018
Total AUM$169.4B
Discretionary$169.4B
Non-Disc.$0
Employees939
Clients525,343
DateSep 2017
Total AUM$138B
Discretionary$138B
Non-Disc.$0
Employees908
Clients9,625,900
DateJul 2017
Total AUM$138B
Discretionary$138B
Non-Disc.$0
Employees908
Clients9,625,900
DateJun 2017
Total AUM$138B
Discretionary$138B
Non-Disc.$0
Employees908
Clients9,464,900
DateApr 2017
Total AUM$138B
Discretionary$138B
Non-Disc.$0
Employees908
Clients9,464,900
DateMar 2017
Total AUM$138B
Discretionary$138B
Non-Disc.$0
Employees908
Clients9,464,900
DateNov 2016
Total AUM$134.4B
Discretionary$134.4B
Non-Disc.$0
Employees901
Clients9,480,515
DateSep 2016
Total AUM$113.4B
Discretionary$113.4B
Non-Disc.$0
Employees531
Clients10,796,326
DateSep 2016
Total AUM$113.4B
Discretionary$113.4B
Non-Disc.$0
Employees531
Clients10,796,326
DateJul 2016
Total AUM$113.4B
Discretionary$113.4B
Non-Disc.$0
Employees531
Clients10,796,326
DateFeb 2016
Total AUM$113.4B
Discretionary$113.4B
Non-Disc.$0
Employees531
Clients10,796,326
DateMar 2015
Total AUM$104.4B
Discretionary$104.4B
Non-Disc.$0
Employees520
Clients9,359,500
DateJan 2015
Total AUM$88.2B
Discretionary$88.2B
Non-Disc.$0
Employees429
Clients8,950,500
DateJul 2014
Total AUM$88.2B
Discretionary$88.2B
Non-Disc.$0
Employees429
Clients8,950,500
DateMar 2014
Total AUM$88.2B
Discretionary$88.2B
Non-Disc.$0
Employees429
Clients8,950,500
DateJan 2014
Total AUM$63.9B
Discretionary$63.9B
Non-Disc.$0
Employees380
Clients8,300,000
DateApr 2013
Total AUM$63.9B
Discretionary$63.9B
Non-Disc.$0
Employees380
Clients8,300,000
DateNov 2012
Total AUM$47.5B
Discretionary$47.5B
Non-Disc.$0
Employees350
Clients8,000,000
DateJul 2012
Total AUM$47.5B
Discretionary$47.5B
Non-Disc.$0
Employees251
Clients8,000,000
DateMar 2012
Total AUM$47.5B
Discretionary$47.5B
Non-Disc.$0
Employees251
Clients8,000,000
DateJan 2012
Total AUM$37.7B
Discretionary$37.7B
Non-Disc.$0
Employees251
Clients7,336,000
DateAug 2011
Total AUM$37.7B
Discretionary$37.7B
Non-Disc.$0
Employees251
Clients--
DateMar 2011
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees251
Clients--
DateApr 2010
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees251
Clients--
DateMar 2010
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees251
Clients--
DateApr 2009
Total AUM$15.7B
Discretionary$15.7B
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees51
Clients--
DateSep 2005
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$10.1M
Discretionary$10.1M
Non-Disc.$0
Employees51
Clients--