Financial Engines Advisors L.L.C.
● SEC registered since 1998CRD 104510SEC# 801-55196Santa Clara, CA
Reg. AUM
$326.29B
Employees
1,679
Accounts
1,517,156
Location
Santa Clara, CA
Financial Engines Advisors L.L.C. assets under management
Financial Engines Advisors L.L.C. operates as an SEC-registered investment adviser based in Santa Clara, CA. The firm has been registered since 1998. It reports $326.3 billion in regulatory assets under management and employs 1,679 people.
Financial Engines Advisors L.L.C. owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edelman Financial Engines, LLC Control | Member Manager | Over 75% | 1997 |
| Elizabeth Ann Hansen Control | Vice President, Chief Compliance Officer | Under 5% | 2026 |
| Greg Corso Control | Executive Vice President, Chief Marketing Officer | Under 5% | 2026 |
| Lewis Emerson Antone Control | Evp, Chief Legal And Risk Officer | Under 5% | 2026 |
| Michael Liersch Control | Executive Vice President, Chief Planning Officer | Under 5% | 2025 |
| Neil Gilfedder Control | Executive Vice President, Chief Investment Officer | Under 5% | 2023 |
| Ralph Ernst Haberli Control | President And Chief Executive Officer | Under 5% | 2025 |
| Steven Michael Gaven Control | Executive Vice President, Chief Financial Officer | Under 5% | 2026 |
| Edelman Financial Engines Holdings I, LLC Control | Managing Member | Over 75% | 2018 |
| Edelman Financial Engines Holdings I, LLC Control | Sole Stockholder | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Engines Advisors L.L.C. manage?
Financial Engines Advisors L.L.C. reports $326.3 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Engines Advisors L.L.C. have?
Financial Engines Advisors L.L.C. reports 1,679 employees.
Where is Financial Engines Advisors L.L.C. located?
Financial Engines Advisors L.L.C. is based in Santa Clara, CA and has been SEC-registered since 1998.
Does Financial Engines Advisors L.L.C. disclose fund performance?
Financial Engines Advisors L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3945 Freedom Circle, Santa Clara, CA 95054 |
| Phone | 833-752-6333 |
| Fax | 866-742-7222 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326.29B▲ 1113870%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$326.29Bregulatory AUM
Discretionary $326.29B