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Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Wealth Management | Portage | MI | 03/2005 | Present |
| Edelman Financial Engines | Santa Clara | CA | 04/2025 | 10/2025 |
| Edelman Financial Engines | Santa Clara | CA | 10/2025 | Present |
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