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Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Boston, MA

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

The short answer

6 registered advisors work at Edelman Financial Engines in Boston, out of 650 at the firm nationwide; it ranks number 79 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Boston, 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 10Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6Houston, TX 6

Other firms in Boston

All Boston advisors →

Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53

Questions

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

6 investment adviser representatives are registered at Edelman Financial Engines offices in Boston, Massachusetts, 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 Boston?

Edelman Financial Engines ranks number 79 in Boston by registered advisors; Morgan Stanley has the most, with 347.

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

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.