Search companies on Owler
Advanced Search
Latest news
Newsfeed
My followed companies
Followed Companies

Read more

4 Followers on Owler
4 Followers on Owler
4 Followers on Owler
4 Followers on Owler

Read more

Lawrence Raffone's photo - President & CEO of Edelman Financial Engines, LLC

President & CEO

Lawrence Raffone

CEO Approval Rating

- -/100

Founded:

1987

Status:

PrivateIndependent Company

SIC Code:

6199 NAICS listing »

6189 NAICS listing »

Est. Annual Revenue
Est. Employees
Sector
Diversified Financial Services
Asset & Investment Management
Headquarters

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Missing a competitor? Contribute!

Edelman Financial Engines, LLC's top 8 competitors are Ron Icabone, Steele Financial Partners Inc, Independent Financial Advisors, Rollilns Financial, Independent Financial Partners, Center for Wealth Management, We Make Scents and Union Orthotics & Prosthetics Co. Together they have raised over 850.0K between their estimated 580 employees. Edelman Financial Engines, LLC's revenue is the ranked 1st among it's top 10 competitors. The top 10 competitors average 17.8M. Edelman Financial Engines, LLC has 46 employees and is ranked 5th among it's top 10 competitors. The top 10 competitors average 69.

Ron Icabone is a top competitor of Edelman Financial Engines, LLC. Ron Icabone is a Private company that was founded in null in Pueblo, Colorado. Ron Icabone operates in the Management Consulting Services industry. Compared to Edelman Financial Engines, LLC, Ron Icabone has 36 fewer employees.

Steele Financial Partners Inc is seen as one of Edelman Financial Engines, LLC's biggest rivals. Steele Financial Partners Inc was founded in 1985, and is headquartered in Granite Bay, California. Steele Financial Partners Inc operates in the Investment Management & Fund Operators industry. Steele Financial Partners Inc generates $45M less revenue vs. Edelman Financial Engines, LLC.

Independent Financial Advisors is seen as one of Edelman Financial Engines, LLC's top competitors. Independent Financial Advisors was founded in Livonia, Michigan} in 2012. Independent Financial Advisors competes in the Diversified Financial Services industry. Compared to Edelman Financial Engines, LLC, Independent Financial Advisors generates $47M less revenue.

Weigh-in!

Help the Owler community know more

Competitor - 1/1

Is Center for Wealth Management a competitor of Edelman Financial Engines, LLC?

I don't know

Acquisitions

No recent acquisitions found related to Edelman Financial Engines, LLC

Edelman Financial Engines, LLC Funding History

No recent funding data found related to Edelman Financial Engines, LLC

Investments

No recent investments found related to Edelman Financial Engines, LLC

Edelman Financial Engines, LLC News

December 23, 2019BioPortfolio

ÂRic & Jean Edelman and Edelman Financial Engines Donate $2 Million to Fund Alzheimers Documentary by OscarWinning Director Louie Psihoyos

ÂFilm Focuses on Clinical Trials That Might Show Consumers How to Slow and Reverse the DiseaseRic and... See more »
November 14, 2019MarketScreener

Announces Launch of Workplace Innovation Division

(marketscreener.com) New team to reimagine the design and use of financial help in the...http://www.m... See more »
November 14, 2019InvestmentNews

RetireOne insurance platform buys EF Legacy Securities

Edelman Financial Engines sells its Kentucky-based broker-dealer unit.... See more »
November 8, 2019plansponsor

Edelman Financial Engines Appoints Workplace Business Leader

Edelman Financial Engines has appointed Kelly O’Donnell to lead its workplace business. In this role,... See more »
September 20, 2019InvestmentNews

Edelman Financial Engines is bringing financial planners to small 401(k) plans

The $212 billion advisory firm is leveraging a partnership with record keeper ADP to broaden its reac... See more »
June 26, 20194-traders

Recognized as Country's Top Fee-Only Investment Advisory Firm

(marketscreener.com) Edelman Financial Engines, a leading independent financial planning and investme... See more »

Edelman Financial Engines, LLC Press Releases

January 29, 2020Business Wire

Financial Engines and Alight Solutions Expand Relationship to Bring Comprehensive, Conflict-free Financial Planning and Holistic Investment Management Into the Workplace

SUNNYVALE, Calif.--(BUSINESS WIRE)--Financial Engines ("FE"), America's largest independent financial... See more »
November 13, 2019PR Newswire

RetireOne Acquires EF Legacy Securities

SAN FRANCISCO, Nov. 13, 2019 /PRNewswire/ -- RetireOne®, the leading independent platform for fee-bas... See more »
June 25, 2019Business Wire

Nearly 70% of Workers Haven't Talked to a Financial Advisor About Making 401(k) Account Distributions - Exposing Them to Avoidable Risks, Fees, Taxes, Penalties and Leakage

SUNNYVALE, Calif.--(BUSINESS WIRE)--More than four in 10 individuals (42%) between ages 35 and 65 who... See more »

Social Media

Headquarters

1050 Enterprise Way 3rd Floor

Sunnyvale, California94089

888-443-8577

Driving Directions »

Trending Companies

Summary

ABOUT

Overview

Edelman Financial Engines, LLC was founded in 1987. Edelman Financial Engines, LLC's headquarters is located in Sunnyvale, California, USA 94089. Edelman Financial Engines, LLC has an estimated 46 employees and an estimated annual revenue of 50.0M....

Website

edelmanfinancialengines.com

Frequently Asked Questions about Edelman Financial Engines, LLC

  1. When was Edelman Financial Engines, LLC founded?

    Edelman Financial Engines, LLC was founded in 1987

  2. Who is Edelman Financial Engines, LLC's CEO?

    Edelman Financial Engines, LLC's CEO is Lawrence Raffone

  3. How much revenue does Edelman Financial Engines, LLC generate?

    Edelman Financial Engines, LLC generates $50M in revenue

  4. How much funding does Edelman Financial Engines, LLC have?

    Edelman Financial Engines, LLC has historically raised $0 in funding

  1. Where is Edelman Financial Engines, LLC's headquarters?

    Edelman Financial Engines, LLC's headquarters is in Sunnyvale California, USA

  2. How many employees does Edelman Financial Engines, LLC have?

    Edelman Financial Engines, LLC has 46 employees

  3. What sector does Edelman Financial Engines, LLC operate in?

    Edelman Financial Engines, LLC is in Diversified Financial Services, Asset & Investment Management

  4. Who are Edelman Financial Engines, LLC's competitors?

    Edelman Financial Engines, LLC's top competitors are Ron Icabone, Steele Financial Partners Inc, Independent Financial Advisors
Stay up-to-date with the latest news on Edelman Financial Engines, LLC

© 2021 Owler, Inc.