Insights

Strategic M&A Recent mergers with Edelman Financial Engines and a new retirement plan platform indicate a growth-focused firm actively expanding advisory capabilities and client segments, suggesting opportunities to offer integrated financial services, wealth tech, or retirement plan solutions to broaden scale.

Retirement Platform Launch of a retirement plan participant platform creates potential sales opportunities for retirement services, participant education tools, fiduciary governance solutions, and outsourced trust/checkpoint services to support plan advisors.

Tech Footprint tech stack includes common web and analytics tools (Crazy Egg, Google Maps, Google Tag Manager, ASP.NET, jQuery) indicating a digital-focused, cost-conscious tech approach open to modern fintech integrations and client experience enhancements.

Limited Resources Employee count at 0-1 suggests a very lean operation or early-stage presence with likely outsourcing needs, presenting opportunities for white-label platforms, back-office support, compliance services, and scalable advisor onboarding solutions.

Market Positioning Founded by a highly recognized independent advisor with Barron’s top rankings and notable acquisitions, there is potential to position premium, independent advisory services to mid-market clients seeking unbiased guidance and scalable wealth management partnerships.

Similar companies to Edelman Financial Advisors, LLC

Edelman Financial Advisors, LLC Tech Stack

Edelman Financial Advisors, LLC uses 8 technology products and services including Crazy Egg, Google Fonts API, Lightbox, and more. Explore Edelman Financial Advisors, LLC's tech stack below.

Crazy Egg
Analytics
Google Fonts API
Font Scripts
Lightbox
Javascript Libraries
jQuery
Javascript Libraries
Google Maps
Maps
Google Tag Manager
Tag Management
Microsoft ASP.NET
Web Frameworks
Facebook
Widgets

Media & News

Edelman Financial Services merged with Edelman Financial Engines, LLC on Jan 1st '18.
It is the firm's second acquisition since Edelman Financial Services merged with Financial Engines in 2018, and it satisfies two of the firm’s top growth priorities, according to Jason Van de Loo, executive vice president and head of Wealth Planning and Earlier this year, Edelman launched a new platform serving retirement plan participants that will be employed by its new retirement plan advisors.
Aug 04, 2022 | www.wealthmanagement.com

Edelman Financial Advisors, LLC's Email Address Formats

Edelman Financial Advisors, LLC uses at least 1 format(s):

Edelman Financial Advisors, LLC Email Formats	Example	Percentage
FLast@edelmanfinancial.com	JDoe@edelmanfinancial.com	78%
First.Last@edelmanfinancial.com	John.Doe@edelmanfinancial.com	21%
First.Middle@edelmanfinancial.com	John.Michael@edelmanfinancial.com	1%

Frequently Asked Questions

What is Edelman Financial Advisors, LLC's phone number?

You can contact Edelman Financial Advisors, LLC's main corporate office by phone at

+1-713-993-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Edelman Financial Advisors, LLC's official website and social media links?

Edelman Financial Advisors, LLC's official website is edelmanfinancial.com and has social profiles on LinkedIn.

How much revenue does Edelman Financial Advisors, LLC generate?

As of July 2026, Edelman Financial Advisors, LLC's annual revenue is estimated to be <$1M.

What is Edelman Financial Advisors, LLC's NAICS code?

Edelman Financial Advisors, LLC's NAICS code is 7211 - Traveler Accommodation.

How many employees does Edelman Financial Advisors, LLC have currently?

As of July 2026, Edelman Financial Advisors, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Senior Director, Talent Acquisition: S. B.Manager; Financial Research: B. J.Principal: S. A.. Explore Edelman Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Edelman Financial Advisors, LLC belong to?

Edelman Financial Advisors, LLC operates in the Hospitality industry.

What technology does Edelman Financial Advisors, LLC use?

Edelman Financial Advisors, LLC's tech stack includes Crazy EggGoogle Fonts APILightboxjQueryGoogle MapsGoogle Tag ManagerMicrosoft ASP.NETFacebook.

What is Edelman Financial Advisors, LLC's email format?

Edelman Financial Advisors, LLC's email format typically follows the pattern of FLast@edelmanfinancial.com. Find more Edelman Financial Advisors, LLC email formats with LeadIQ.

Edelman Financial Advisors, LLC

Q: How many employees does Edelman Financial Advisors, LLC have currently?

Edelman Financial Advisors, LLC has approximately 1 employees.

Q: What industry does Edelman Financial Advisors, LLC belong to?

Edelman Financial Advisors, LLC operates in the Hospitality industry.

Q: What technology does Edelman Financial Advisors, LLC use?

Edelman Financial Advisors, LLC's tech stack includes Google Tag Manager, Google Maps, Facebook, YUI, AppNexus.

Q: What is Edelman Financial Advisors, LLC's NAICS code?

Edelman Financial Advisors, LLC's NAICS code is 7211 (Traveler Accommodation).

HospitalityUnited States0-1 Employees

In terms of market positioning, Edelman Financial Advisors positions itself within the independent advisory segment, aiming to serve clients who prefer objective, fee-aware guidance and personalized financial planning. The company has pursued strategic growth through acquisitions to expand its platform and services, including the integration of Edelman Financial Services with Edelman Financial Engines, LLC, and the development of a retirement plan platform intended for plan participants and their advisors. The firm’s recent activity reflects an emphasis on broadening advisory capabilities and retirement planning offerings within the U.S. market.