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| Financial Engines Advisors LLC
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|
|---|---|
| CRD # | 104510 |
| SEC # | 801-55196 |
| CIK # | |
| AUM | $270.8 BB (2024-07-01) |
| Employees | 1,578 (31% Investors, 0% Brokers) |
| Phone | 408-498-6000 |
| Address | 3945 Freedom Circle Santa Clara, CA 95054 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 437,871 | 87.5 |
| (b) Individuals (high net worth individuals) | 31,824 | 55.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 285 | 0.7 |
| (h) Charitable organizations | 46 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 821,379 | 126.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 163 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,561,555 | 270.8 |
| By Discretionary | ||
| Discretionary | 1,561,555 | 270.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,561,555 | 270.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.8 | |
| Total | 1,561,555 | 270.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Envestnet Asset Management Inc
✚
|
IL | 426.1 |
|
Mitsubishi UFJ Trust and Banking Corporation
✚
|
396.4 | |
|
Raymond James Financial Services Advisors Inc
✚
|
FL | 275.4 |
|
Voya Investment Management Co LLC
✚
|
NY | 241.8 |
|
First Trust Advisors LP
✚
|
IL | 210.9 |
|
Nissay Asset Management Corporation
✚
|
206.7 | |
|
SageView Advisory Group LLC
✚
|
CA | 202.6 |
|
RBC Capital Markets LLC
✚
|
NY | 201.3 |
|
Commonwealth Equity Services LLC
✚
|
MA | 177.0 |
|
Corient Private Wealth LLC
✚
|
FL | 118.2 |