Financial Engines Advisors L.L.C.
Financial Engines Advisors L.L.C. is a leading SEC-registered investment adviser headquartered in Santa Clara, CA. Founded in 1997, it operates under the Edelman Financial Engines brand after merging with Edelman Financial Services in 2018. The firm provides comprehensive, technology-enabled financial advisory and investment management services focused on individuals' retirement and financial planning needs. Key offerings include personalized planning, investment management, and retirement income solutions for employer-sponsored plans, IRAs, and taxable accounts. As of March 2024, the firm employs over 1,000 professionals and serves both individual investors and employers across the U.S..
Investment Strategy
The firm employs a holistic, technology-enabled approach to investment advisory, focusing on individuals' financial and retirement goals. Investment strategies combine personalized financial planning, passive and active management based on client preferences, and assessment of retirement income scenarios. The process leverages proprietary software for portfolio allocation, and each client receives tailored asset allocation based on risk tolerance, time horizon, and goals. Edelman Financial Engines acts as a fiduciary, ensuring planners do not receive commissions tied to product sales and maintaining an objective service. The firm delivers its services through online tools, phone consultations, and in-person advisor meetings, serving both individuals and employees in employer-sponsored retirement plans.
Latest 13F Filing Activity
Financial Engines Advisors L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 514 equity positions with a total 13F market value of $50B. The fund increased holdings in Vanguard Index FDS, SPDR Series Trust, Ishares TR among other positions. Financial Engines Advisors L.L.C. reduced exposure to Vanguard Scottsdale FDS, Ishares TR, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (514)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYV | SPDR SERIES TRUST | 8.47% | $4.24B | 81,086,542 | $36.07 | $52.34 | +$219.3M |
S SPMB | SPDR SERIES TRUST | 8.13% | $4.07B | 184,335,955 | $24.66 | $22.10 | +$24.1M |
S SCHF | SCHWAB STRATEGIC TR | 7.06% | $3.54B | 159,968,464 | $16.76 | $22.10 | +$165.5M |
V VUG | VANGUARD INDEX FDS | 6.35% | $3.18B | 7,251,506 | $147.64 | $438.40 | +$472.3M |
I IGIB | ISHARES TR | 6.12% | $3.07B | 57,546,907 | $55.90 | $53.29 | +$43.4M |
Industry Allocation
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