⚲
|
Financial Engines Advisors LLC
✚
|
|
---|---|
CRD # | 104510 |
SEC # | 801-55196 |
CIK # | |
AUM | $242.0 BB (2023-03-31) |
Employees | 1,514 (32% Investors, 0% Brokers) |
Phone | 408-498-6000 |
Address | 3315 Scott Blvd Santa Clara, CA 95054 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 427,075 | 79.3 |
(b) Individuals (high net worth individuals) | 24,114 | 40.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 299 | 0.5 |
(h) Charitable organizations | 54 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 868,272 | 121.1 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 156 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 1,594,707 | 242.0 |
By Discretionary | ||
Discretionary | 1,594,707 | 242.0 |
Non-Discretionary | 0 | 0.0 |
Total | 1,594,707 | 242.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 242.0 | |
Total | 1,594,707 | 242.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
LPL Financial LLC
✚
|
SC | 368.0 |
Envestnet Asset Management Inc
✚
|
IL | 346.8 |
Raymond James Financial Services Advisors Inc
✚
|
FL | 245.2 |
Voya Investment Management Co LLC
✚
|
NY | 236.7 |
First Trust Advisors LP
✚
|
IL | 190.5 |
RBC Capital Markets LLC
✚
|
NY | 183.5 |
SageView Advisory Group LLC
✚
|
CA | 156.4 |
Invesco Asset Management Ltd
✚
|
155.2 | |
Commonwealth Equity Services LLC
✚
|
MA | 146.4 |
CI Private Wealth LLC
✚
|
FL | 94.6 |