Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Edelman Financial Engines financial advisors in Quincy, MA

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

The short answer

4 registered advisors work at Edelman Financial Engines in Quincy, out of 650 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Edelman Financial Engines advisors in Quincy, 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 Quincy

All Quincy advisors →

Strategic Advisers LLC 14Ameriprise Financial Services, LLC 3Edward Jones 3Latigo Peak Partners, LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3

Questions

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

4 investment adviser representatives are registered at Edelman Financial Engines offices in Quincy, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Edelman Financial Engines ranks number 2 in Quincy by registered advisors; Strategic Advisers LLC has the most, with 14.

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

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.