As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
Responsibilities:
Serve the client's best interests, providing outstanding financial advice guidanceEffectively evaluate client situations and analyze their needsDevelop and present a compelling set of recommendationsAdept at building positive relationships with clientsSkilled at influencing clients to improve their financial well-beingRequirements:
Direct client-facing experience in a fee-based wealth management or planning roleResults driven approach with a consistent track record to form relationshipsDesire for role with base salary, performance-based compensation and growing earnings potentialMust possess an active Series 65Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employmentA Clean U-4A Certified Financial Planner (CFP) or other certification is desired but not requiredEdelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read LessAs a Senior Service Desk Technician on the IT Service Tech team, you'll play a pivotal role as a primary escalation point for complex technical issues and provides advanced support to end-users. This position requires strong technical expertise with Windows and Mac environments, Active Directory, and Office 365 administration, as well as the ability to create, maintain, and enforce Standard Operating Procedures (SOPs). The ideal candidate has strong technical expertise, excellent communication skills, and a customer-focused mindset.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents. For this Senior Service Desk Technician role, we are seeking a candidate with proven advanced technical troubleshooting and escalation leadership to help advance end-user experience and operational efficiency. If you are a problem solver and strive at delivery excellence this may be an opportunity for you!
Responsibilities:
Respond to incidents and service requests for calls and tickets ensuring timely resolution.Troubleshoot and resolve hardware, software, and basic network issues.Act as the escalation point for complex technical issues not resolved by service desk staff.Troubleshoot advanced issues with hardware, software, networking equipment, and business-critical applications.Train, mentor, and support junior service desk team members.Manage and prioritize help desk tickets, ensuring timely response and resolution, while escalating issues to team lead and/or management when appropriate.Assist with imaging, deployment, and maintenance of end-user hardware and backup solutions.Strong working knowledge of both Windows and Mac operating systems.Hands-on experience with Active Directory and Office 365 administration.Experience with service ticketing/tracking systems and remote support tools.Strong interpersonal and communication skills with the ability to mentor and guide junior staff.Ensure compliance with security policies and data protection standards.Utilize and contribute to the knowledge base, documenting solutions, and procedures.Requirements:
6+ years of experience in IT support or service desk roles.Very strong analytical problem solving and troubleshooting abilitiesExcellent interpersonal and teamwork skills; able to work both independently and within a team-oriented environment.Ability to concisely document processes, procedures, issues, resolutions; strong writing skills required.Excellent interpersonal and communication skills; able to adapt instructions and guidance to the skill level of the end user.Self-motivated, forward thinking.Ability to multitask in a fast-paced environment; handle multiple issues/requests simultaneously; able to quickly re-adjust priorities on demand.Windows 11 end user supportMicrosoft O365 end user supportSupport, troubleshooting and imaging of hardware (Dell and Mac laptops).Basic knowledge of network connectivity and troubleshooting (wired and wireless), TCP/IP subnetting, DHCP, routing & switching, VPN.Familiarity with Microsoft Active Directory (user & computer accounts, OU's, Group Policy) and EntraID.Printer support (both USB and network) – hardware, drivers, installation, print queue management, troubleshooting.Technical Knowledge
Experience with Windows 11 OSExperience with ITSM ticketing systems (JIRA, Avanti, etc.)Experience with Avanti NeuronsExperience with OKTA verifyExperience with Active DirectoryExperience with Microsoft Office O365Experience with monitoring and remote management toolsExperience with JAMF administrationExperience with Dell laptopsExperience with Apple OSExperience with Mac laptopsPreferred Certifications:
CompTIA A+ (220-1101)CompTIA A+ (220-1102)CompTIA Net+ITIL Foundation 4.0Work Schedule: This position currently follows a hybrid work model. Employees are required to work from the office at least two days per week (Monday – Friday).
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $48,800- $65,100. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read LessEdelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read LessAs an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders – including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives. This role sits at the at the intersection of market analysis, data visualization, and strategic communication, helping ensure Edelman Financial Engines' investment views are well-informed, clearly articulated, and relevant to clients.
Edelman Financial Engines has a deep commitment to building institutional-quality factor-based multi-asset portfolios at scale. In this role, you will help translate market and economic analysis into materials that inform investment strategy discussions and support client and advisor understanding, while continuing to build depth in markets, economics, and applied investment research. This is a hands-on analytical role with significant exposure to senior decision-makers and an opportunity to influence how investment insights are framed and delivered.
In addition to an earnest desire to help people, the ideal candidate brings:
A strong interest in capital markets, economics and investingProven ability to work with data and market information to surface insightsJudgment in synthesizing complex information into clear, usable narrativesThis role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders.
Responsibilities
Support senior investment leaders by preparing market, economic, and portfolio‑relevant analysis that informs investment perspectives and strategy discussions.Develop and maintain macroeconomic and capital market analysis, including charts, tables, and concise commentary highlighting key trends, risks, and inflection points.Co‑create investment content such as chart books, presentations, briefing materials, and short written perspectives for internal and external audiences.Monitor global economic and market developments, synthesizing data releases and themes into insights relevant to portfolios, advisors, and client outcomes.Collaborate with Investment Management, Marketing, and Financial Planner teams to refine materials for clarity and impact while maintaining analytical rigor and alignment with EFE's investment philosophyRequirements:
B.S. or B.A. degree in economics, finance or a related field with an excellent academic record.2+ years of experience in the investment industry (can be banking, wealth or asset management) in a research or analytical role, including contributions to thought leadership, or an MBA.Deep interest in macroeconomics and investing and enjoys following and understanding financial markets and working with data to bring stories to life.Has demonstrated skills working with financial data using Bloomberg, Excel and other tools.Demonstrates excellent written and oral communications skills, as well as meticulous attention to detail and strong analytical skills.Excellent communication and teamwork skills and an enthusiasm to learn, build, create and problem solve.Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $112,300 - $149,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read LessEdelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Pay Range$54,000—$65,000 USDAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read LessAs an Onboarding Specialist, (local location), you will be part of the Shared Support Team (SST) and provide support to multiple Financial Planners across the firm, ensuring and enhancing planner satisfaction thru direct contact with planners, custodians, and other operational employees.
We are looking for someone with strong financial services industry experience to help us deliver superior client service by being a subject matter expert on onboarding processes, various custodians and their requirements as well as performing related administrative functions. If you have exceptional client service skills, the ability to adapt to various planner needs, strong multitasking abilities, strong communication and relationship building skills, with a good understanding of wealth management, this may be the opportunity for you!
Responsibilities:
Advanced ability to work and support multiple Planners in various locations with onboarding new clients, opening new accounts and the transfer of incoming assets.Ability to handle and prioritize work with a high level of expertise in service and transfer transactions.Accurately and efficiently prepare new account paperwork and open client accounts in good order.Monitor newly established accounts for accuracy and timeliness on the trading platform.Provide asset transfer administration support, tracking funds to ensure they have moved as expected; coordinate with custodians and troubleshoot any issues to full resolution.Respond to Planner requests for new client support, ensuring all needs are met and assist with detailing client data in systems for use in future client interactions.Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected.Supervise client account activity for incoming transfers, ACATs and rollovers, researching and resolving issues in the transfer process.Work closely with Operations and custodians on requirements for new accounts, transfers, ACATs and rollovers.Meet all onboarding goals and service level agreements as it relates to new accounts being opened and funded.Help prospects and clients get set up to view their accounts through the Edelman Financial Engines client portal and custodian websites.Maintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures.Act as a resource for ongoing questions/issues for planning teams when it comes to new accounts and transfers.Requirements:
Three years of confirmed experience; registered Investment Advisor or Broker/Dealer preferred.Bachelor's degree: business or financial field preferred.Knowledge of financial services principles, products, and services.Outstanding client service skills & highly effective verbal and written business communication skills.Critical thinking, attention to detail, and multi-tasking skills required.Complete work with a high degree of accuracy.Able to adapt to changes in the work environment, handle competing demands and work with frequent change, delays, or unexpected events.Position requires a high level of confidentiality.Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $66,000 - $93,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. A In addition to a competitive base salary, you will be eligible for an annual target cash bonus. This role also offers the ability to earn additional cash bonuses for your contributions throughout the year. These bonuses reward you for helping introduce new clients to the firm, supporting strong client relationships, and contributing to your team's growth and performance. Collectively, all of the bonuses are a meaningful portion of the total cash opportunity for this role. Bonus amounts are determined by your individual contributions, your team's results, and, in some cases, the revenue your team generates. Details about how these additional bonus opportunities work will be shared during the interview process and after hire.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025 Read Less