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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Santa Clara, CA

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

The short answer

4 registered advisors work at Edelman Financial Engines in Santa Clara, out of 650 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Santa Clara, A to Z

Every Edelman Financial Engines advisor →

Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →

Edelman Financial Engines advisors in other cities

Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6

Other firms in Santa Clara

All Santa Clara advisors →

J.P. Morgan Securities LLC 21Ameriprise Financial Services, LLC 9Transamerica Financial Advisors, LLC 6Wells Fargo Clearing Services, LLC 5Altura Wealth Advisors Inc. 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Strategic Advisers LLC 3

Questions

How many financial advisors does Edelman Financial Engines have in Santa Clara?

4 investment adviser representatives are registered at Edelman Financial Engines offices in Santa Clara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

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

Edelman Financial Engines ranks number 5 in Santa Clara by registered advisors; J.P. Morgan Securities LLC has the most, with 21.

How do I check a Edelman Financial Engines advisor in Santa Clara?

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.