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  • Bilingual Investment Advisor - Refer Yourself Bonus!
    Phoenix, Arizona
  • Bilingual Investment Advisor - Refer Yourself Bonus!
    United States, Nationwide
  • Investment Advisor - Refer Yourself Bonus!
    Phoenix, Arizona
  • Investment Advisor - Refer Yourself Bonus!
    United States, Nationwide
  • Manager, Development Center
    Phoenix, Arizona
  • Outbound Investment Advisor
    Phoenix, Arizona
  • Outbound Investment Advisor
    United States, Nationwide
  • Senior Financial Advisor (Indianapolis, IN)
    Indianapolis, Indiana
  • Senior Financial Advisor (Chicago, IL)
    Mokena, Illinois
  • Senior Financial Advisor (Farmington, CT)
    Farmington, Connecticut
  • Senior Financial Advisor (Federal Way, WA)
    Federal Way, Washington
  • Senior Financial Advisor (San Rafael, CA)
    San Rafael, California
  • Senior Financial Advisor (Akron/Highland Heights, OH)
    2 Locations
  • Senior Financial Advisor (Loudon County)
    Ashburn, Virginia
  • Senior Financial Advisor (Paramus, NJ)
    Paramus, New Jersey
  • Senior Financial Advisor (Walnut Creek, CA)
    Walnut Creek, California
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1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Employee data as of Dec. 31, 2020.

3 Client data as of June 30, 2021.

4 Asset data as of June 30, 2021.

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© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.