Phoenix, AZ Office

Team
Updated today
Edelman Financial Engines logo

Edelman Financial Engines

Institution

Firm-wide stats for Edelman Financial Engines

Total advisors

724

Across 322 offices

Clients per advisor

659 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

Phoenix AZ

Advisors at this office

4

Advisors at this office

user avatar

Celine F

Series 65

Phoenix, AZ

Edelman Financial Engines

Celine French is a financial advisor at Edelman Financial Engines with two years of industry experience and holds a Series 65 designation. She has worked at Edelman Financial Engines and its predecessor firm since 2024, and previously held roles outside the financial industry, including as a realtor and positions at AGC Multi Material America and Vuori. She is currently a realtor with Omni Homes International. 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, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

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

Richard M

CFP®, Series 63, Series 66

Phoenix, AZ

Edelman Financial Engines

Richard Munneke is a CFP® certificant with 29 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at Mercer Global Advisors, TD Ameritrade, and Charles Schwab in various roles spanning over two decades. 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 modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and long-term investment strategies.

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

Abigail T

Series 63, Series 65

Phoenix, AZ

Edelman Financial Engines

Abigail Toye is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors LLC, Cetera, and Foresters Financial Services. Her prior roles include positions outside of finance, such as with the Southwest Speech and Debate Institute and educational institutions in Phoenix, AZ. 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 investment options focused on diversified portfolios and long-term management.

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

Monica S

Series 63, Series 65

Phoenix, AZ

Edelman Financial Engines

Monica Striplin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with Financial Engines and its related entities since 2008. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates various discretionary and non-discretionary programs overseen by a centralized Investment Committee.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)