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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Phoenix, A to Z.

45 registered advisors work at Edelman Financial Engines in Phoenix, out of 683 at the firm nationwide; it ranks number 10 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Phoenix, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in other cities

Fairfax, VA 58Dallas, TX 12Lynnwood, WA 10Denver, CO 9Houston, TX 8Austin, TX 7Burlington, MA 7Norwood, MA 7Oakbrook Terrace, IL 7Overland Park, KS 7Roseville, CA 7Bellevue, WA 6Boca Raton, FL 6Boston, MA 6Columbus, OH 6

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Morgan Stanley 41Brookwood Investment Group 34Dynamic 34

Questions

How many financial advisors does Edelman Financial Engines have in Phoenix?

45 investment adviser representatives are registered at Edelman Financial Engines offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 683 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Edelman Financial Engines one of the largest advisor employers in Phoenix?

Edelman Financial Engines ranks number 10 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a Edelman Financial Engines advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.