Edelman Financial Engines


Edelman Financial Engines is the largest independent investment advisor in America, with a nationwide network of advisor locations and approximately $200bn in assets under management for over one million clients. The company provides holistic, personalized financial planning and advice. It offers this service through automated technology-enabled solutions and in-person advice via a financial planner. In 2018, H&F took private Financial Engines and merged it with Edelman Financial, an investment made in 2015.


Financial Services