Annapolis, MD Office
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Edelman Financial Engines
Institution
Firm-wide stats for Edelman Financial Engines
About
Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.
The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.
Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.
Based on Edelman Financial Engines
Expertise
Based on Edelman Financial Engines
Location
900 Bestgate Road, Suite 407
Annapolis MD 21401
Advisors at this office
2
Advisors at this office
Seth G
Series 63, Series 66, Series 65
Annapolis, MD
Edelman Financial Engines
Seth Gusman is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked for T. Rowe Price Investment Services for 15 years and has been associated with Business First Funding, LLC since 2018. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary management while emphasizing diversified model portfolios and long-term investment strategies.
Andrew C
Series 63, Series 65, Series 66
Annapolis, MD
Edelman Financial Engines
Andrew Coyne is a financial advisor with Edelman Financial Engines in Annapolis, MD, holding Series 63, Series 65, and Series 66 licenses and possessing 29 years of industry experience. He has worked at various related entities within the Financial Engines and Edelman Financial Engines umbrella since 2015. Outside of his advisory role, he has a brief credit as a cast extra in a film production. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.
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