RIA Intel›Advisers›California›FINANCIAL ENGINES ADVISORS L.L.C.

FINANCIAL ENGINES ADVISORS L.L.C.

Advisory

N·SANTA CLARA, CA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$326.3B

1-Year AUM Growth

+11.9%

3-Year CAGR

+1.4%

Employees

553

Assets Under Management

Total AUM$326.3B

Discretionary AUM$326.3B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,281,720

Team

Total Employees553

Investment Advisers1,679

Employee Growth (1Y)+2.7%

Filing History

Total Filings on Record72

First FilingMar 31, 2003

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 72 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIAL ENGINES ADVISORS L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.