Providence, RI Iron Horse Way 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
317 Iron Horse Way, Suite 201
Providence RI 02908
Advisors at this office
2
Advisors at this office
Kurt C
Series 63, Series 65, Series 66
Providence, RI
Edelman Financial Engines
Kurt Costa is a financial advisor with Edelman Financial Engines in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His career includes roles at Financial Engines Advisors, N.E. Private Client Advisors, TD Ameritrade, and Charles Schwab. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner guidance and online tools, offering diversified portfolios and a long-term investment approach.
William D
Series 63, Series 66
Providence, RI
Edelman Financial Engines
William Dwyer is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Seaport Financial Education LLC and TIAA-CREF. 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 proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment management options.
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