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FINANCIAL ENGINES ADVISORS L.L.C.

Business and Investment Profile

The FINANCIAL ENGINES ADVISORS L.L.C. is a privately held investment adviser that advises $326.29Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FINANCIAL ENGINES ADVISORS L.L.C. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 25.45% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 28.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 3945 FREEDOM CIRCLE, SANTA CLARA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 1,679 employees comprised of 553 investment and 1,126 non-investment staff. The total number of Employees increased by 12.76% over the last 5-years.

Asset Profile

Their $326.29Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 767,236 other accounts. Assets of Other Investment Advisers clients own $145.75Bn or 44.67% of Total Assets and Individuals own $92.64Bn or 28.39% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Other Investment Advisers and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

FINANCIAL ENGINES ADVISORS L.L.C. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: FINANCIAL ENGINES ADVISORS L.L.C.

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Keywords: Financial Engines Advisors, Engines
Generated 2026-09-12T06:47:43.4794567.  © 2026 Convergence.