Financial Engines Advisors LLC

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Assets, Funds, Holdings

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Financial Engines Advisors LLC
CRD #104510
SEC #801-55196
CIK #
AUM $242.0 BB (2023-03-31)
Employees 1,514 (32% Investors, 0% Brokers)
Phone408-498-6000
Address3315 Scott Blvd
Santa Clara, CA 95054
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
3002401801206002000200820162024
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
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First Trust Advisors LP
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SageView Advisory Group LLC
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CI Private Wealth LLC
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