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Investment Management

  • Associate Investment Analyst
    Santa Clara, California
  • Associate Portfolio Manager (Bay Area, CA, Hybrid)
    Santa Clara, California
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1 Awarded each September, based on prior 12-month data through June 30. The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. 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 December 31, 2025.

3 Client data as of September 30, 2025.

4 Asset data as of September 30, 2025.

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