Edelman Financial Engines
Finance · 201-500 Employees
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Overview
Phone Number
(630) 590-9313Website
www.edelmanfinancial.comRevenue
$51.2 MillionIndustry
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
2
3
2
2
3
About Edelman Financial Engines
Ric Edelman, three times ranked the #1 Independent Financial Advisor by Barrons, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.*According to Barrons, The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisors practice. Investment returns are not a component of the rankings because an advisors returns are dictated largely by each clients risk tolerance. The quality-of-practice component includes an evaluation of each advisors regulatory record. Only advisors who apply are ranked. The Top 100 Independent Financial Advisors was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman,Chairman and CEO of EdelmRead more
Edelman Financial Engines Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Edelman Financial Engines
$51.2M
201-500
Private
-
-
JN
Joan NagelPlanning Executive Director, Financial
Company Profile Activity
Activity Insights
Edelman Financial Engines is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Edelman Financial Engines is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edelman Financial Engines.
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Ric Edelman, three times ranked the #1 Independent Financial Advisor by Barrons, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities... Read More
