# FINANCIAL ENGINES ADVISORS L.L.C.

FINANCIAL ENGINES ADVISORS L.L.C. of SANTA CLARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104510
- Type: SEC-registered investment adviser
- SEC file number: 801-55196
- Location: 3945 FREEDOM CIRCLE, SANTA CLARA, CA, 95054
- Phone: 833-752-6333
- Latest filing: 2026-07-24
- Regulatory AUM: $326.3B
- Discretionary AUM: $326.3B
- Clients: 1,679
- Accounts: 1,517,156

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (41)

_Showing 25 of 41 people._

| Name | Role | Location |
| --- | --- | --- |
| Jay Shah | CHIEF EXECUTIVE OFFICER | Baltimore, MD |
| Neil Gilfedder | EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER | — |
| Megan Hanley | EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER | — |
| A. Allison Amadia | SVP CHIEF LEGAL AND RISK OFFICER; SVP CHIEF LEGAL AND RISK OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Ralph Ernst Haberli | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Michael Liersch | EXECUTIVE VICE PRESIDENT, CHIEF PLANNING OFFICER | — |
| Suzanne Martine Van Staveren | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | — |
| Robert Lavigne | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | Atlanta, GA |
| TIWARI MUNESHRIE | CHIEF COMPLIANCE OFFICER | — |
| GRUNDFEST JOSEPH ALEXANDER | MANAGER | — |
| MAGGIONCALDA JEFFREY NACEY | MANAGER & CEO; MANAGER, CEO & PRESIDENT | — |
| SIMS RAYMOND JAY | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT & CFO; EXECUTIVE VICE PRESIDENT & CFO & CRO (+1 more) | — |
| JONES CHRISTOPHER LEIGH | CHIEF INVESTMENT OFFICER | — |
| TUTTLE ANNE STUART | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL; GENERAL COUNSEL | — |
| CAMPBELL PAUL WILLIAM | EXECUTIVE V.P. & GENERAL COUNSEL; EXECUTIVE V.P., GENERAL COUNSEL; EXECUTIVE V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| BUNCH JOHN BRADLEY | PRESIDENT | — |
| SHARPE WILLIAM FORSYTH | MANAGER | — |
| ANTONE LEWIS EMERSON | ACTING CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; DEPUTY GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER (+4 more) | — |
| CONWAY JOSEPH RICHARD | CHIEF COMPLIANCE OFFICER | — |
| BUCK DEXTER SAGE | CHIEF COMPLIANCE OFFICER | — |
| SHAH JAY | CHIEF EXECUTIVE OFFICER | — |
| WOODWORTH STEPHANIE OWEN | CHIEF COMPLIANCE OFFICER | — |
| KIMBERLY THOMAS ALESBURY | EXECUTIVE VICE PRESIDENT, HEAD OF PRODUCT AND TECHNOLOGY | — |
| BABBITT DEBRA RUTH | CHIEF COMPLIANCE OFFICER | — |
| ROBBINS DAVID | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104510/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104510/similar
- Related entities: https://search.stillhousedata.com/firm/104510/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104510

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.