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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
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The Barron’s 2022 Top 100 RIA Firms list, a seven-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 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 precombination ranking of 12th.

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
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fee to the Financial Times in exchange for inclusion in the FT 300.

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