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
80

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  • United States Of America
    80

Edelman Financial Advisors, LLC's Leadership

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    B. C.
    Chief Information Security Officer
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    K. V.
    Head Soccer Coach
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    B. P.
    Owner
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    A. W.
    Executive Director
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  • Stylized image of a person
    K. G.
    Director, Financial Planning
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    S. U.
    Director
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    S. B.
    Senior Director, Talent Acquisition
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    B. J.
    Manager; Financial Research
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Contact profiles from Edelman Financial Advisors, LLC

Name
Title
Contact Info
Location
Last Update
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    L. H.
    Client Services Associate
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    United StatesMissouri
    Sep 11, 2024
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    M. L.
    Financial Planning Analyst
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    United StatesMichigan
    Apr 08, 2025
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    M. B.
    Client Services
    Phone icon
    United StatesMaryland
    Oct 23, 2024
  • Stylized image of a person
    M. M.
    Client Services Associate
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    United StatesMassachusetts
    Oct 16, 2024
  • Stylized image of a person
    N. L.
    Csaa
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    United StatesVirginia
    Apr 23, 2025
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    R. R.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
    Phone icon
    Jan 15, 2024
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    R. G.
    Investment Advisor Representative,Startedon:{month:11,Year:2020}
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    Oct 21, 2024
  • Stylized image of a person
    R. M.
    Registered Client Service Associate
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    Oct 17, 2024
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    S. M.
    Public Relations Specialist
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    Oct 18, 2024
  • Stylized image of a person
    Z. P.
    Treasury Analyst
    Phone icon
    United StatesFlorida
    Oct 17, 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. The company's main headquarters is located in United States; 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 December 2025. 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 December 2025, Edelman Financial Advisors, LLC's key employees include:

  • Chief Information Security Officer: B. C.
  • Head Soccer Coach: K. V.
  • Owner: B. P.
  • Executive Director: A. W.
  • Director, Financial Planning: K. G.

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