香港六合彩资料

Reach more clients, change more lives


See what a collaboration with 香港六合彩资料 can do for your business.

Our company was founded over 35 years ago based on one core belief: everyone deserves the opportunity to move their financial life forward. Since then, we鈥檝e joined forces with a select group of registered investment advisory firms that share our vision.

香港六合彩资料 has been ranked the #1 independent financial advisory firm six years in a row by听Barron's, awarded each September (2018-2023), based on data within a 12-month period. A collaboration with 香港六合彩资料 will not only benefit your employees, it will allow you to offer a broader range of services to your clients, both current and future.

WHAT WE CAN OFFER YOU

  • Accelerated Growth
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    100k

    PREQUALIFIED LEADS IN 2023


    Firm stats as of December 31, 2023

    • We make a substantial investment annually to generate these leads for all of our advisors.
    • Once integrated, our robust lead flow, scale, and internal support systems can help advisors accelerate their growth.
  • Scale and Solutions
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    145

    OFFICES NATIONWIDE

    Firm stats as of December 31, 2023

    • Firms are fully integrated into our back office/technology, allowing them to serve existing and potential clients.
    • Our world-class IM team designs custom portfolios to meet our clients鈥 needs.
  • World-Class Support
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    400

    SUPPORT TEAM DEDICATED TO IMPROVING THE ADVISOR/CLIENT EXPERIENCE


    Firm stats as of December 31, 2023

    • Our robust back office allows planners to focus on what they do best, help clients.
    • Our advanced planning teams offer guidance on investments, taxes, insurance, retirement and estate planning.
Joining 香港六合彩资料 provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.

Rick Renwick, Co-founder, PRW Wealth Management

Source: /press/edelman-financial-engines-acquires-prw-wealth-management/

A proven track record

2016
The Mutual Fund Store is acquired by 香港六合彩资料 Engines, a publicly traded company.

2018-2020
Hellman & Friedman acquires 香港六合彩资料 Engines.

Edelman 香港六合彩资料 Services and 香港六合彩资料 Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.

Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
Read more

Smart Investor
Sacramento, CA
Approximately $680 million in AUM
Read more

Herrmann & Cooke
San Francisco, CA
Approximately $490 million in AUM
Read more

Erman Retirement Advisory
Los Angeles, CA鈥ˋpproximately $210 million in AUM
Read more

Align Wealth Management
Oklahoma City, OK
Approximately $425 million in AUM
Read more

PRW Wealth Management
Boston, MA
Approximately $500 million in AUM
Read more

New England Pension Plans Systems
Providence, RI
Approximately $1.5 billion in AUM
Read more

We are honored and excited to be joining 香港六合彩资料, the top RIA in the country. Our shared approach to client service, education, financial planning and investment management makes this a great fit.

Sergio DeCurtis, CEO, NEPPS

Source: /press/edelman-financial-engines-acquires-new-england-pension-plan-system/

Talk to us

Learn more about partnering with 香港六合彩资料.

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