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Edelman Financial Engines

Financial Advisors

Updated on Sep 13, 2026

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Description:
Edelman Financial Engines is a prominent independent financial planning and investment management firm in the U.S., specializing in personalized wealth management, 401(k) managed accounts, and fiduciary advisory services. Formed by the merger of Financial Engines (founded by Nobel laureate Dr. William Sharpe) and Edelman Financial Services, it manages over $290 billion in assets for 1.3 million clients.

Business Hours:
Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
(469) 919-5339
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Edelman Financial Engines

13727 Noel Road Tower 2, Suite 1075 Dallas, Texas 75240

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