1. Edelman Financial Engines
On November 1, 2018, Edelman Financial Engines was born through the merger of Edelman Financial Services LLC, established in 1986 by Ric and Jean Edelman, and Financial Engines Advisors, L.L.C., founded in 1997. Headquartered in Sunnyvale, Calif., Edelman Financial Engines offers investment and money management, and retirement planning services. In 2018, Edelman Financial Engines managed $181,300,000,000 in client assets.
