​Edelman Financial Engines is a leading independent financial advisory firm in the United States, managing over $293 billion in assets for more than 1.3 million clients as of December 31, 2024. Formed in 2018 through the merger of Edelman Financial Services and Financial Engines, the firm offers comprehensive wealth management services, including financial planning, retirement planning, investment management, tax strategy, estate planning, and insurance guidance. Edelman Financial Engines utilizes a proprietary investment methodology developed by Nobel laureate Dr. William F. Sharpe, combining advanced technology with personalized advice to help clients achieve their financial goals. The firm is recognized for its client satisfaction, with 93% of clients rating their overall experience as “Highly Satisfied.” Additionally, Edelman Financial Engines serves as a trusted advisor to numerous Fortune 500 companies, providing retirement readiness and financial wellness programs to their employees .​