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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Boca Raton, FL

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

6 registered advisors work at Edelman Financial Engines in Boca Raton, out of 683 at the firm nationwide; it ranks number 39 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Boca Raton, 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 58Phoenix, AZ 41Dallas, TX 12Lynnwood, WA 10Denver, CO 9Houston, TX 8Austin, TX 7Burlington, MA 7Norwood, MA 7Oakbrook Terrace, IL 7Overland Park, KS 7Roseville, CA 7Bellevue, WA 6Boston, MA 6Columbus, OH 6

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Edelman Financial Engines have in Boca Raton?

6 investment adviser representatives are registered at Edelman Financial Engines offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 683 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

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

Edelman Financial Engines ranks number 39 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Edelman Financial Engines advisor in Boca Raton?

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.