Edelman Financial Engines:

Building a Nationwide Fee-Based Financial Advisory Firm Based on Workplace Referrals & Other Marketing Methods

Recently Released!!!
Date Published: June 20, 2024
Summary PowerPoint Deck: 142 Slides
Reference PowerPoint Deck: 274 Slides


Edelman Financial Engines was founded as Edelman Financial Services by Ric & Jean Edelman in 1986 and is based in Boston, MA. The firm has six offices, 1,578 employees, 1.3 million clients, 1.6 million accounts, & $284.0 billion assets under management. Edelman Financial Engines is led by its Chairman Larry Raffone & CEO Jay Shah. Edelman Financial Engines is privately owned. Its website can be found at www.EdelmanFinancialEngines.Com.

This research addresses the key historical phases of Edelman Financial Engines, including:

  • Independent Phase
  • Sanders Morris Harris Group Phase
  • Lee Equity Partners Phase
  • Hellman & Friedman Phase
  • Edelman Financial Engines Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, & assets under management.

Its profile includes detailed outlines of its core businesses, including:

  • Wealth Planning
  • Workplace
And its profile concludes with the highlights of its organizational structure & ownership.





























Disclosure: Tiburon's Managing Partner is a member of Edelman Financial Engines' board of directors.


Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2025-2026. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:


Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors