91ÂÛ̳

Reach more clients, change more lives


See what a collaboration with 91ÂÛ̳ Engines can do for your business.

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Our company was founded over 35 years ago based on one core belief: everyone deserves the opportunity to move their financial life forward. Since then, we’ve joined forces with a select group of registered investment advisory firms that share our vision.

91ÂÛ̳ Engines has been ranked the #1 independent financial advisory firm seven years in a row byÌýBarron's, awarded each September (2018-2024), based on data within a 12-month period. A collaboration with 91ÂÛ̳ Engines will not only benefit your employees, it will allow you to offer a broader range of services to your clients, both current and future.

WHAT WE CAN OFFER YOU
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  • Accelerated Growth
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    100k

    PREQUALIFIED LEADS IN 2023


    Firm stats as of December 31, 2023

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    • We make a substantial investment annually to generate these leads for all of our advisors.
    • Once integrated, our robust lead flow, scale, and internal support systems can help advisors accelerate their growth.
  • Scale and Solutions
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    145

    OFFICES NATIONWIDE

    Firm stats as of December 31, 2023

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    • Firms are fully integrated into our back office/technology, allowing them to serve existing and potential clients.
    • Our world-class IM team designs custom portfolios to meet our clients’ needs.
  • World-Class Support
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    400

    SUPPORT TEAM DEDICATED TO IMPROVING THE ADVISOR/CLIENT EXPERIENCE


    Firm stats as of December 31, 2023

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    • Our robust back office allows planners to focus on what they do best, help clients.
    • Our advanced planning teams offer guidance on investments, taxes, insurance, retirement and estate planning.
Joining 91ÂÛ̳ Engines provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.

Rick Renwick, Co-founder, PRW Wealth Management

Source: /press/edelman-financial-engines-acquires-prw-wealth-management/

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A proven track record

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2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.

2018-2020
Hellman & Friedman acquires Financial Engines.

91ÂÛ̳ Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.

Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
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Smart Investor
Sacramento, CA
Approximately $680 million in AUM
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Herrmann & Cooke
San Francisco, CA
Approximately $490 million in AUM
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Erman Retirement Advisory
Los Angeles, CA

Approximately $210 million in AUM
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Align Wealth Management
Oklahoma City, OK
Approximately $425 million in AUM
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PRW Wealth Management
Boston, MA
Approximately $500 million in AUM
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New England Pension Plan Systems
Providence, RI
Approximately $1.5 billion in AUM
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We are honored and excited to be joining 91ÂÛ̳ Engines, the top RIA in the country. Our shared approach to client service, education, financial planning and investment management makes this a great fit.

Sergio DeCurtis, CEO, NEPPS

Source: /press/edelman-financial-engines-acquires-new-england-pension-plan-system/

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Talk to us

Learn more about partnering with 91ÂÛ̳ Engines.

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