ria

Edelman Financial Engines

SANTA CLARA, CA

CRD: 104510

In PWD coverage since August 14, 2026 · 8 stories

$326BRegulatory AUMSEC Form ADV · Aug 15

1,679EmployeesForm ADV

1Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Talent flow · 12 monthsOn the wire →

Net +1 · 1 arrivals · 0 departures

Advisor

Aug 16 · exec change

Christian Mango

Aug 10 · exec change

Christian Mango

Aug 10 · exec change

Arrivals

Christian Mango

Aug 14 · from OneDigital

Departures

None tracked.

Deal recordFull tracker →

Aug 13, 26Deal announced — coverage

PWD coverage

move

Edelman's TRO shows an advisor's non-solicit clause followed him to RFG

A Washington court barred a departing Edelman advisor from soliciting clients, a sign that non-solicit agreements travel with advisors into the RIA channel.

advisers · Aug 19Edelman puts a dealmaker in charge of retirement plan services

exit · Aug 18Edelman hires dealmaker to buy and recruit retirement practices

advisers · Aug 18Edelman turns its retirement unit over to a dealmaker

plans · Aug 18MissionSquare moves into wealth management, putting advice beside retirement

the_wrap · Aug 17MissionSquare rents technology; Edelman buys dealmaking talent

advisers · Aug 17Edelman puts an M&A veteran atop its retirement unit

RIA · Aug 14Edelman Hires Retirement Advisory Veteran Christian Mango

Edelman Financial Engines

Edelman's TRO shows an advisor's non-solicit clause followed him to RFG

The Morning Brief