Sumanth Naik

Edelman Financial Engines

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – always. And our mission is to serve everyday investors across their entire journey, from their first paycheck through retirement. Today, we are America's top independent financial planning and investment advisory firm, as recognized by Barron's five years in a row.* We operate from more than 145 offices** and serve many of the most notable companies in America. We are proud and honored to be entrusted by 1.3 million households to manage $242 billion in assets*** and to help them achieve their most important financial goals. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation is unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. * The Barron's 2022 Top 100 RIA Firms list, a ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded in September 2022 based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12. ** Edelman Financial Engines data, as of Dec. 31, 2022. *** Edelman Financial Engines data, as of Dec. 31, 2022.