See what a collaboration with ÃÛѨÊÓƵ can do for your business.
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Our company was founded over 35 years ago based on one core belief: everyone deserves the opportunity to move their financial life forward. Since then, we’ve joined forces with a select group of registered investment advisory firms that share our vision.
ÃÛѨÊÓƵ has been ranked the #1 independent financial advisory firm seven years in a row byÌýBarron's, awarded each September (2018-2024), based on data within a 12-month period. A collaboration with ÃÛѨÊÓƵ will not only benefit your employees, it will allow you to offer a broader range of services to your clients, both current and future.
Accelerated Growth
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PREQUALIFIED LEADS IN 2023
Firm stats as of December 31, 2023
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Scale and Solutions
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OFFICES NATIONWIDE
Firm stats as of December 31, 2023
World-Class Support
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SUPPORT TEAM DEDICATED TO IMPROVING THE ADVISOR/CLIENT EXPERIENCE
Firm stats as of December 31, 2023
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Joining ÃÛѨÊÓƵ provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.
Rick Renwick, Co-founder, PRW Wealth Management
Source: /press/edelman-financial-engines-acquires-prw-wealth-management/
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2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.
2018-2020
Hellman & Friedman acquires Financial Engines.
Edelman Financial Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.
Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
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We are honored and excited to be joining ÃÛѨÊÓƵ, the top RIA in the country. Our shared approach to client service, education, financial planning and investment management makes this a great fit.
Sergio DeCurtis, CEO, NEPPS
Source: /press/edelman-financial-engines-acquires-new-england-pension-plan-system/
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Learn more about partnering with ÃÛѨÊÓƵ.
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