Atlanta, GA Galleria Dr SE Office

Team
Updated today
Edelman Financial Engines logo

Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

725

Across 321 offices

Clients per advisor

658 Very High

Avg AUM per client

$375,508 Low

HNW client ratio

10% Low

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

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management

Based on Edelman Financial Engines

Occupation focus

Retired Founder/Business Owner

Based on Edelman Financial Engines

Location

200 Galleria Dr SE, Suite 1805

Atlanta GA 30339

Advisors at this office

3

Advisors at this office

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Bruce A

Series 63, Series 66

Atlanta, GA

Edelman Financial Engines

Bruce Alden is a financial advisor with Edelman Financial Engines in Atlanta, GA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously spent a year with TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and long-term investment orientation.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar

Aamina S

CFP®, Series 66

Atlanta, GA

Edelman Financial Engines

Aamina Siddiqui is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has held roles at firms including IRC Wealth, Fidelity Investments, Charles Schwab, and Morgan Stanley. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, managing approximately $326 billion for around 477,000 clients across diversified portfolios and a range of investment products.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
user avatar

Kaitlyn P

Series 65

Atlanta, GA

Edelman Financial Engines

Kaitlyn Poss is a financial advisor at Edelman Financial Engines in Atlanta, GA, holding a Series 65 credential. She has been with Edelman Financial Engines since 2022 and has prior experience in various roles outside the financial services industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services for retirement accounts.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
View complete list of advisors at this office
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