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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in California

Every SEC-registered investment adviser representative at a Edelman Financial Engines office in California, by city and A to Z.

The short answer

50 registered advisors work at Edelman Financial Engines in California, out of 650 nationwide; it's the firm's number 3 state by advisors, and the most are in Roseville (7). 16 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors by city in California

Every firm in California →

Roseville 7San Diego 5Santa Clara 5Walnut Creek 5Anaheim 4Costa Mesa 4Danville 3El Segundo 3Los Angeles 2Burbank 1Chino 1Folsom 1Pasadena 1Roseville, Ca 1San Clemente 1San Mateo 1Seal Beach 1Sierra Madra 1Woodland Hills 1

Edelman Financial Engines advisors in California, A to Z

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

Edelman Financial Engines in other states

Virginia 88Arizona 59Texas 43Florida 40Massachusetts 34Washington 33New York 30Colorado 26Ohio 23Michigan 22Illinois 20Pennsylvania 18Maryland 17New Jersey 14Kansas 13Georgia 12North Carolina 12Missouri 11Wisconsin 11Kentucky 9Indiana 8Nevada 6Tennessee 6Alabama 4Connecticut 4Iowa 4Nebraska 4New Hampshire 4Oklahoma 4Oregon 4Rhode Island 4South Carolina 4Louisiana 3

Questions

How many Edelman Financial Engines financial advisors are in California?

50 investment adviser representatives are registered at Edelman Financial Engines offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 650 at the firm nationwide. 16 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Edelman Financial Engines have the most advisors?

Roseville, with 7, then San Diego (5). Edelman Financial Engines has advisors in 19 cities in California.

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

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.