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| Financial Engines Advisors LLC
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|
|---|---|
| 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 |