FINANCIAL ENGINES ADVISORS L.L.C.

EDELMAN FINANCIAL ENGINES
SANTA CLARA, California·7 registered advisors·CRD# 104510
SEC# 801-55196149408-498-6000
01

Firm Overview

AUM
$270.8B
Regulatory assets under management
Employees
1578
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINANCIAL ENGINES ADVISORS L.L.C.

7 registered advisors
Christopher Leigh Jones
SANTA CLARA, California
Kelly Susan O'donnell
SANTA CLARA, California
Lawrence Michael Raffone
SANTA CLARA, California
Raymond Jay Sims
SUNNYVALE, California
Robert Lavigne
SANTA CLARA, California
Suzanne Martine Van Staveren
SANTA CLARA, California
Thomas Alesbury Kimberly
SANTA CLARA, California
05

Office Locations

SANTA CLARA, California
6 advisors
SUNNYVALE, California
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL ENGINES ADVISORS L.L.C. (CRD# 104510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.