RIA · Independent channel
Edelman Financial Engines
Edelman Financial Engines has a documented practice acquisition or merger route for established advisory firms.
- Website
- edelmanfinancialengines.com
- Regulator record
- EDELMAN FINANCIAL ENGINES (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
4
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.2B
Reported practice assets · 3 of 4 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
2
Arrivals 0
Teams joining Edelman Financial Engines in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 4
Teams leaving Edelman Financial Engines in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| May 14 | Lateral | Brendan KennyFarmington, CT | Prime Capital FinancialRIA | Undisclosed | InvestmentNews |
| Feb 23 | Lateral | Amanda Salyer, Joan GreensponPhiladelphia, PA | Prime Capital FinancialRIA | $550M | InvestmentNews |
| Feb 2 | Reverse Breakaway | The Cowans Mitchell GroupChandler, AZ | BairdWirehouses, Banks & BDs | $305M | Press Release |
| Jan 15 | Reverse Breakaway | Ken MurrayFairfax, VA | BairdWirehouses, Banks & BDs | $320M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.