Edelman Financial Engines
Corporate Office
Why pick this one
Edelman Financial Engines manages $326 billion in assets and has a 94% client satisfaction rating.
Best for
- individuals seeking comprehensive financial planning
- clients looking for retirement advice
- those needing fiduciary investment management
Look elsewhere if
- seeking only basic investment services
- looking for a single product solution without comprehensive planning
Specialties
- financial planning
- retirement planning
- investment management
- tax planning
- insurance guidance
- estate planning
Certifications
- fiduciary
What makes them different
- 1.24 million clients as of December 31, 2025
- 326 billion in client assets managed
- 94% client satisfaction rating
- 145+ locations nationwide
- Serves
- Raleigh, Durham, Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 4700 Falls of Neuse Rd Ste 275, Raleigh, NC 27609
- Phone
- 8337526333
- Website
- https://www.edelmanfinancialengines.com/locatio...
- gsap@3.12.5
Services
- wealth management
- financial consulting