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Edelman Financial Advisors, LLC Employee Directory

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.

Find Edelman Financial Advisors, LLC employees' phone numbers or email addresses

Edelman Financial Advisors, LLC Global Highlights

Location
Employees

North America
61

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  • United States Of America
    61

Edelman Financial Advisors, LLC's Leadership

  • Stylized image of a person
    S. B.
    Senior Director, Talent Acquisition
  • Stylized image of a person
    B. J.
    Manager; Financial Research
  • Stylized image of a person
    S. A.
    Principal
  • Stylized image of a person
    L. S.
    Accounts Payable Specialist
  • Stylized image of a person
    R. R.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
  • Stylized image of a person
    R. G.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
  • Stylized image of a person
    R. M.
    Registered Client Service Associate
  • Stylized image of a person
    S. M.
    Public Relations Specialist

Contact profiles from Edelman Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B.
    Senior Director, Talent Acquisition
    Oct 23, 2024
  • Stylized image of a person
    B. J.
    Manager; Financial Research
    Jul 21, 2026
  • Stylized image of a person
    S. A.
    Principal
    Oct 18, 2024
  • Stylized image of a person
    L. S.
    Accounts Payable Specialist
    Oct 18, 2024
  • Stylized image of a person
    R. R.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
    Jul 17, 2026
  • Stylized image of a person
    R. G.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
    Oct 21, 2024
  • Stylized image of a person
    R. M.
    Registered Client Service Associate
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Public Relations Specialist
    Oct 18, 2024

Frequently Asked Questions

What is Edelman Financial Advisors, LLC known for?

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Edelman Financial Advisors, LLC operates in the Hospitality industry; you can contact the main corporate office by phone at . Explore Edelman Financial Advisors, LLC's company overview page for more information.

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

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Edelman Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Edelman Financial Advisors, LLC email formats with LeadIQ.

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

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Edelman Financial Advisors, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Edelman Financial Advisors, LLC's key employees and leadership?

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As of July 2026, Edelman Financial Advisors, LLC's key employees include:

  • Senior Director, Talent Acquisition: S. B.
  • Manager; Financial Research: B. J.
  • Principal: S. A.
  • Accounts Payable Specialist: L. S.
  • Investment Advisor Representative,Startedon:{month:11,Year:2020}: R. R.

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