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Edelman Financial Engines

American financial services company

Edelman Financial Engines (EFE) is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients.2 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

  • Industryfinancial services1

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Edelman Financial Engines (EFE) is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients.2

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