Edelman Financial Engines:
Building a Nationwide Fee-Based Financial Advisory Firm Based on Workplace Referrals & Other Marketing Methods
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Date Published: March 6, 2025
Summary PowerPoint Deck: 154 Slides
Reference PowerPoint Deck: 273 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, & $300.0 billion assets under management. Edelman Financial Engines is led by its Chairman Larry Raffone, CEO Jay Shah, & Chief Operating Officer Suzanne van Staveren. 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:
Its profile includes detailed outlines of its core businesses, including:
Date Published: March 6, 2025
Summary PowerPoint Deck: 154 Slides
Reference PowerPoint Deck: 273 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, & $300.0 billion assets under management. Edelman Financial Engines is led by its Chairman Larry Raffone, CEO Jay Shah, & Chief Operating Officer Suzanne van Staveren. 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
- Strategic Alternatives Phase
Its profile includes detailed outlines of its core businesses, including:
- Wealth Planning
- Workplace
Disclosure: Tiburon's Managing Partner is a member of Edelman Financial Engines' board of directors.
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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:
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:
