ria

Edelman Financial Engines

SANTA CLARA, CA

CRD: 104510

In PWD coverage since September 15, 2026 · 16+ stories

$326BRegulatory AUMSEC Form ADV · Oct 3

1,679EmployeesForm ADV

3Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Sep 9, 26Fund launchADP — coverage

Sep 8, 26Deal announcedADP — coverage

Aug 13, 26Deal announced — coverage

PWD coverage

The Close

The scarce input in consolidation is now the executive bench

Two deals, three empty C-suite seats at one firm, and a 48% seller-readiness rate trace to one shortage: the executive bench that no purchase agreement can supply.

the_wrap · Sep 25Vestwell staffs for disclosure; CITs get a distribution specialist

the_wrap · Sep 24Edelman hires recordkeeper product chief to own the rollover

Moves · Sep 23The RIA C-suite is being rebuilt around the plan record

advisers · Sep 23Edelman puts a recordkeeper product chief in charge of its workplace-retail handoff

The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell

Moves · Sep 22Composition Wealth staffs the two seats that make a roll-up close

the_wrap · Sep 18The 401(k) advice fight has moved to the login

book · Sep 17The retirement agency gap is a floor-and-reserve sale

advisers · Sep 17Pre-retirees want control of decisions they cannot yet evaluate

The Close · Sep 17The advice industry's next dollar is adjudication, not allocation

RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14

practice · Sep 17Advisors want client time; AI is buying back emails

policy · Sep 17The House just wrote the ESOP valuation rule the DOL never issued

RIA · Sep 16Raymond James launches a retirement plan it will not run

Moves · Sep 15At Choreo, the integration job now comes with the HR title

Edelman Financial Engines

The scarce input in consolidation is now the executive bench

The Family Office Daily Briefing