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PATENT INFORMATION


EDELMAN FINANCIAL ENGINES HAS OBTAINED U.S. PATENT NUMBERS:

5,918,217
6,012,044
6,021,397
6,125,355
6,292,787
7,016,870
7,062,458
7,249,081
7,321,871
7,774,257
7,788,155
7,813,989
7,983,975
8,200,561
8,224,735
8,521,633
8,725,614

Other US and foreign patents pending.

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The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual 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. Compensation is paid for use of logo. 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 precombination ranking of 12th. Used with permission. ©2023 Dow
Jones & Company, Inc.

The Financial Times 300 Top Registered Investment Advisers list is an
independent listing produced annually by the Financial Times (July 2020). The FT
300 is based on data gathered from RIA firms, regulatory disclosures and the
FT’s research. The listing reflected each practice’s performance in six primary
areas: assets under management, asset growth, compliance record, years in
existence, credentials and online accessibility. This award does not evaluate
the quality of services provided to clients and is not indicative of the
practice’s future performance. Neither the RIA firms nor their employees pay a
fee to the Financial Times in exchange for inclusion in the FT 300.

Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance
products. Edelman Financial Engines affiliates may receive insurance-related
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All information provided is for educational purposes only and does not
constitute investment, legal or tax advice; an offer to buy or sell any security
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views. The information contained herein has been obtained from sources we
believe to be reliable but is not guaranteed as to its accuracy or completeness.
Whenever there are hyperlinks to third-party content, this information is
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endorsement of any services, products, guidance, individuals or points of view
outside Edelman Financial Engines. All examples are hypothetical and for
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Neither Edelman Financial Engines nor its affiliates offer tax or legal advice.
Interested parties are strongly encouraged to seek advice from qualified tax
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© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
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