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Everyday Wealth in America Report
Our annual report explores the intersection of life and money, with new insights into Americans鈥 attitudes about wealth in 2024.
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Thought Leadership
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How to LEgally Lower Your Taxes
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Sandwiched Generation: Gen X Retirement Tips by Andy Smith
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EDELMAN FINANCIAL ENGINES IN THE NEWS
Newsweek
With Planner听Isabel Barrow
Market Watch
Featuring Planner Andy Smith
CNBC
Featuring EFE Research
Fortune
Featuring EFE Research
Press Releases
2025
May 6, 2025
Survey Findings:听91论坛 Engines Finds Americans Want a More Active Retirement
March 3, 2025
91论坛 Engines Releases New Survey Findings on Taxes and Financial Planning
2024
September 17, 2024
EDELMAN听Financial Engines Marks Seventh Year as Top Independent RIA Firm by 叠补谤谤辞苍鈥檚
June 5, 2024
EDELMAN FINANCIAL ENGINES RELEASES NEW REPORT ANALYZING 20 YEARS OF 401(K) MANAGED ACCOUNT DATA, INNOVATION, AND TRENDS
May 13, 2024
EDELMAN FINANCIAL ENGINES ACQUIRES SOUNDMARK WEALTH MANAGEMENT
May 7, 2024
91论坛 Engines Recognized in America鈥檚 Greatest Workplaces 2024 for Women Award by Newsweek
February 12, 2024
EDELMAN FINANCIAL ENGINES MARKS 20 YEARS OF HELPING MILLIONS OF EMPLOYEES REACH THEIR RETIREMENT GOALS THROUGH 401(K) MANAGED ACCOUNTS
Learn about our history of supporting retirement preparedness
January 4, 2024
EDELMAN FINANCIAL ENGINES APPOINTS MEGAN HANLEY AS CHIEF MARKETING OFFICER
2023
December 14, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES NEW ENGLAND PENSION PLAN SYSTEMS
December 6, 2023
NEW EDELMAN FINANCIAL ENGINES RESEARCH FINDS MORE AMERICANS IN 2023 REQUIRE ABOVE $1 MILLION TO FEEL WEALTHY
November 16, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES PRW WEALTH MANAGEMENT
October 25, 2023
PERSONALIZED SOLUTIONS HELP PLAN SPONSORS ADDRESS RETIREMENT READINESS
October 3, 2023
EDELMAN FINANCIAL ENGINES ACQUIRES ALIGN WEALTH MANAGEMENT
September 19, 2023
EDELMAN FINANCIAL ENGINES MARKS SIXTH YEAR RANKED AS THE TOP INDEPENDENT RIA BY BARRON鈥橲
May 31, 2023
EDELMAN FINANCIAL ENGINES NAMES JAY SHAH AS NEW CEO; LARRY RAFFONE TO BECOME CHAIRMAN OF THE BOARD
March 22, 2023
EDELMAN FINANCIAL ENGINES APPOINTS NEIL GILFEDDER AS CHIEF INVESTMENT OFFICER
March 16, 2023
NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES SHOWS WOMEN OF COLOR ARE FORGING A MORE POSITIVE FINANCIAL PATH FORWARD
2022
December 14, 2022
EDELMAN FINANCIAL ENGINES ACQUIRES ERMAN RETIREMENT ADVISORY
December 7, 2022
NEW RESEARCH FROM EDELMAN FINANCIAL ENGINES EXPLORES THE MINDSET AROUND WEALTH IN AMERICA TODAY
November 16, 2022
EXCLUSIVE EDELMAN FINANCIAL ENGINES RESEARCH PROGRAM REVEALS FINANCIAL WORKPLACE BENEFITS CAN HAVE MEASURABLE IMPACT ON EMPLOYEES鈥 OVERALL WELL-BEING AND PREPAREDNESS
November 9, 2022
EDELMAN FINANCIAL ENGINES EXPANDS ITS TAX PLANNING SUPPORT CAPABILITIES
September 28, 2022
EDELMAN FINANCIAL ENGINES SURVEY FINDS THAT INCLUSIVITY IS CRITICAL TO IMPROVING EMPLOYEE PARTICIPATION IN FINANCIAL WELLNESS BENEFITS
September 19, 2022
BARRON鈥橲 NAMES EDELMAN FINANCIAL ENGINES AMERICA鈥橲 TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR FOR THE FIFTH CONSECUTIVE YEAR
July 19, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES NEW WORKPLACE FINANCIAL WELLNESS PLATFORM
July 13, 2022
EDELMAN FINANCIAL ENGINES APPOINTS TOM KIMBERLY TO EVP, CHIEF PRODUCT AND TECHNOLOGY OFFICER
June 16, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES NEW 401(K) PLAN RETIREMENT INCOME SOLUTION
June 6, 2022
EDELMAN FINANCIAL ENGINES EXPANDS WEALTH PLANNING LEADERSHIP TEAM WITH TWO STRATEGIC HIRES
April 26, 2022
EDELMAN FINANCIAL ENGINES APPOINTS SUZANNE VAN STAVEREN AS CHIEF FINANCIAL OFFICER
April 22, 2022
EVERYDAY WEALTH鈩 WITH SOLEDAD O鈥橞RIEN AND JEAN CHATZKY NAMED AN HONOREE FOR BEST CO-HOSTS OF A PODCAST IN THE 26TH ANNUAL WEBBY AWARDS
April 19, 2022
EDELMAN FINANCIAL ENGINES LAUNCHES FINANCIAL WELLNESS PROGRAM FOR CORPORATE RETIREMENT PLAN PARTICIPANTS IN PARTNERSHIP WITH THE GEORGE WASHINGTON UNIVERSITY鈥橲 GLOBAL FINANCIAL LITERACY EXCELLENCE CENTER
2021
December 2, 2021
EDELMAN FINANCIAL ENGINES INTRODUCES EVERYDAY WEALTH 鈩 WITH SOLEDAD O鈥橞RIEN AND JEAN CHATZKY
October 12, 2021
EDELMAN FINANCIAL ENGINES APPOINTS PETER DESILVA TO ITS BOARD OF DIRECTORS
September 23, 2021
BARRON鈥橲 NAMES EDELMAN FINANCIAL ENGINES AMERICA鈥橲 TOP INDEPENDENT REGISTERED INVESTMENT ADVISOR
July 8, 2021
EDELMAN FINANCIAL ENGINES WORKING WITH PRINCIPAL庐 TO OFFER COMPREHENSIVE FINANCIAL HELP TO EMPLOYEES
June 7, 2021
EDELMAN FINANCIAL ENGINES ANNOUNCES RIC EDELMAN鈥橲 TRANSITION TO ADVISORY ROLE
February 23, 2021
MAJORITY OF WORKING AMERICANS ARE OPTIMISTIC ABOUT THEIR FINANCIAL FUTURE, EVEN WHILE LACKING SAVINGS
News Coverage
Newsweek
Featuring听Isabel Barrow
Market Watch
Featuring Andy Smith
CNBC
Featuring EFE Research
Fortune
Featuring EFE Research
Yahoo Finance
Featuring Kelli Smith
CNBC
Featuring听Isabel Barrow
USA Today
Featuring听Erin Smith
THE WALL STREET JOURNAL
Featuring听Isabel Barrow
USA Today
Featuring听Claire Mork
US News
Featuring听Andy Smith
Market Watch
Featuring Carlos Rodriguez, Sean Wintz and Brian Leslie
Reuters
Featuring Clay Ernst, Kelli Smith and Brian Leslie
Financial Advisor
Featuring听Claire Mork and Isabel Barrow
Company Fact Sheet
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At 91论坛 Engines, we believe everyone deserves to move their financial life forward.
We鈥檙e one of America鈥檚 top independent wealth planning and workplace investment advisory firms, serving 1.3 million clients. Our unique combination of high-tech and high-touch services helps our clients make better financial decisions during life鈥檚 biggest moments.
For more than 35 years, we have served as a fiduciary. Our firm and our financial planners are committed to always acting in the best interests of our clients.
See why we are an industry leader in our Corporate Fact Sheet.
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144+
Offices Nationwide
Firm stats as of Dec. 31, 2024
$293+
Billion in Client Assets Managed
Firm stats as of Dec. 31, 2024
Thought LeadershiP
On Camera
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Articles and Insights
Isabel Barrow
Rose Faye Niang
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Amin Dabit
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Andy Smith
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Media Contact:
PRTeam@EdelmanFinancialEngines.com