Dallas, TX Office

Team
Updated today
Edelman Financial Engines logo

Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

723

Across 320 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

Dallas TX

Advisors at this office

7

Advisors at this office

user avatar

Makayla M

CFP®, Series 66

Dallas, TX

Edelman Financial Engines

Makayla Machacek is a CFP®-certified financial advisor with two years of industry experience, currently with Edelman Financial Engines in Dallas, TX. Her prior roles include positions at Evergreen Wealth Advisors and Charles Schwab. Outside of her advisory work, she is the sole proprietor of a real estate business, Dawn Investments LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

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

Daniel E

Series 65

Dallas, TX

Edelman Financial Engines

Daniel Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services, Inc., Personal Capital, Echo Global Logistics, and Zones, Inc. 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 with an emphasis on diversified portfolios, rebalancing, and a long-term orientation.

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

Garrett G

Series 65

Dallas, TX

Edelman Financial Engines

Garrett Galberach is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at Gartner and Paycor, as well as involvement with several entrepreneurial ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options across diversified portfolios with a long-term orientation.

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

Chris D

Series 63, Series 66

Dalla S, TX

Edelman Financial Engines

Chris Daniels is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital and TDAmeritrade. Daniels has been with Edelman Financial Engines since 2025. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, supporting a large client base through advisor-led and online platforms.

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

Aleksandra S

CFP®, Series 63, Series 65

Dallas, TX

Edelman Financial Engines

Aleksandra Shteyn is a Certified Financial Planner® with 23 years of industry experience, currently serving at Edelman Financial Engines since 2014. Her prior roles include positions at EF Legacy Securities and Financial Engines Advisors L.L.C. She holds Series 63 and Series 65 licenses. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions through a committee-driven modeling process combined with planner delivery and online tools.

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

Marious Y

Series 65

Dallas, TX

Edelman Financial Engines

Marious Yancheson is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked at firms including Fisher Investments, Equity Trust Company, Evergreen Wealth Advisors, and PNC Bank. Edelman Financial Engines offers technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, provides sub-advisory services, and supports a large client base through advisor-led and online offerings.

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

Christopher S

Series 65

Dallas, TX

Edelman Financial Engines

Christopher Sison is a financial advisor at Edelman Financial Engines based in Dallas, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Fisher Investments, Personal Capital, Ribbon Technologies, and Bear Ventures. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers both discretionary and non-discretionary investment solutions with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

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