Edelman Financial Engines (EFE) is a wealth planning firm based in Santa Clara. It serves over 1.3 million clients and managed $308 billion as of June 2025. It delivers retirement, tax, investment, ...

Eric Clarke, founder and former CEO of Orion Advisor Solutions has joined the TaxStatus Board of Directors. Clarke is the founder and former CEO of Orion Advisor Solutions, a trailblazer in financial ...

Renowned financial advisor Ric Edelman and former Orion Advisor Solutions CEO Eric Clarke have joined the board of directors at TaxStatus, a fintech company that delivers IRS data on clients to their ...

Ric Edelman's firm puts up incredible numbers. Edelman Financial Services of Fairfax, Va., has $2.75 billion in assets under management and counsels 7,500 clients. Last year, the firm generated $17 ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...