Northbrook, IL Sanders Road 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
3100 Sanders Road, Suite 125
Northbrook IL 60062
Advisors at this office
6
Advisors at this office
Catherine J
CFP®, Series 66
Northbrook, IL
Edelman Financial Engines
Catherine Jones is a CFP® professional with 19 years of experience in financial advising. She is currently with Edelman Financial Engines and has worked within the Financial Engines and Edelman Financial Services organizations since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer both discretionary and non-discretionary investment management options.
Steven C
Series 66
Northbrook, IL
Edelman Financial Engines
Steven Czech is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Mutual Fund Store and Natcity Investments. Czech has been with Financial Engines Advisors L.L.C. and its predecessor entities since 2015. 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 both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.
Paul R
Series 63, Series 66
Northbrook, IL
Edelman Financial Engines
Paul Raab is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Financial Engines Advisors L.L.C. since 2016. 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 modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.
Gary R
Series 63, Series 65
Northbrook, IL
Edelman Financial Engines
Gary Riederman is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with the firm and its predecessors since 2010, including roles at Edelman Financial Services LLC and EF Legacy Securities, 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 modeling process combined with planner delivery and online tools, offering diversified portfolios and a range of discretionary and non-discretionary investment solutions.
Edward H
CFP®, Series 63, Series 66
Northbrook, IL
Edelman Financial Engines
Edward Hungler is a Certified Financial Planner (CFP®) affiliated with Edelman Financial Engines, with 24 years of industry experience. His career includes roles at Financial Engines Advisors L.L.C. and Edelman Financial Services LLC. He serves as a trustee for the Robert S. Saalfield III Estate and Trust and is a volunteer board member and Long Term Planning Chair at North Shore Country Club. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, combining proprietary modeling with planner guidance and online tools. The firm manages diversified portfolios with a long-term focus and serves approximately 477,000 clients with a range of advisory solutions, including unique product exposures such as direct-indexing and alternative private funds.
Anthony C
Series 63, Series 65
Northbrook, IL
Edelman Financial Engines
Anthony Czechorski is a financial advisor at Edelman Financial Engines with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm and its predecessors since 2016. 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 services focused on diversified model portfolios and long-term investment strategies.
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