Santa Clara, CA Freedom Circle 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
3945 Freedom Circle, Suite 450
Santa Clara CA 95054
Advisors at this office
3
Advisors at this office
Mark P
CFP®, Series 65, Series 63
Santa Clara, CA
Edelman Financial Engines
Mark Palmer is a CFP® with 29 years of experience in financial advising. He is currently with Edelman Financial Engines and has previously worked at firms including Charles Schwab, Wells Fargo Investments, and Presidio Capital Advisors. Palmer serves on the advisory board of the Mgrublian Center for Human Rights at Claremont McKenna College and participates on the marketing committee of Smulin Contemporary Ballet. 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 proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.
Brian K
Series 65, Series 63
Santa Clara, CA
Edelman Financial Engines
Brian Kadan is a financial advisor at Edelman Financial Engines in Santa Clara, CA, holding Series 63 and Series 65 licenses. He joined the firm in 2024 and has prior work experience at West Marine, Boston Scientific, and Bay Club Redwood Shores. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a combination of discretionary and non-discretionary investment options, supported by proprietary modeling and a large-scale client service model.
Diana A
Series 63, Series 66
Santa Clara, CA
Edelman Financial Engines
Diana Andersen is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked for firms including Fidelity Brokerage Services and Silicon Valley Capital Partners. Andersen serves as Co-Director of Student Affairs for the Association for Latino Professionals for America, coordinating student chapters and networks. 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 proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.
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