Edelman Financial Engines LLC
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2023.
2006
Charles Schwab and others.
Fee-Based
1.3million
$ 300,000,000,000
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