FINANCIAL ENGINES ADVISORS L.L.C.

FINANCIAL ENGINES ADVISORS L.L.C. of SANTA CLARA, CA is an SEC-registered investment adviser (CRD 104510). Regulatory assets under management: $326.3B.

Registration

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.

NameRoleLocation
Jay ShahCHIEF EXECUTIVE OFFICERBaltimore, MD
Neil GilfedderEXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER
Megan HanleyEXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER
A. Allison AmadiaSVP CHIEF LEGAL AND RISK OFFICER; SVP CHIEF LEGAL AND RISK OFFICER, CHIEF COMPLIANCE OFFICER
Ralph Ernst HaberliPRESIDENT AND CHIEF EXECUTIVE OFFICER
Michael LierschEXECUTIVE VICE PRESIDENT, CHIEF PLANNING OFFICER
Suzanne Martine Van StaverenEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
Robert LavigneVICE PRESIDENT, CHIEF COMPLIANCE OFFICERAtlanta, GA
TIWARI MUNESHRIECHIEF COMPLIANCE OFFICER
GRUNDFEST JOSEPH ALEXANDERMANAGER
MAGGIONCALDA JEFFREY NACEYMANAGER & CEO; MANAGER, CEO & PRESIDENT
SIMS RAYMOND JAYCHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT & CFO; EXECUTIVE VICE PRESIDENT & CFO & CRO (+1 more)
JONES CHRISTOPHER LEIGHCHIEF INVESTMENT OFFICER
TUTTLE ANNE STUARTEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL; GENERAL COUNSEL
CAMPBELL PAUL WILLIAMEXECUTIVE V.P. & GENERAL COUNSEL; EXECUTIVE V.P., GENERAL COUNSEL; EXECUTIVE V.P., GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER (+1 more)
BUNCH JOHN BRADLEYPRESIDENT
SHARPE WILLIAM FORSYTHMANAGER
ANTONE LEWIS EMERSONACTING CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; DEPUTY GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER (+4 more)
CONWAY JOSEPH RICHARDCHIEF COMPLIANCE OFFICER
BUCK DEXTER SAGECHIEF COMPLIANCE OFFICER
SHAH JAYCHIEF EXECUTIVE OFFICER
WOODWORTH STEPHANIE OWENCHIEF COMPLIANCE OFFICER
KIMBERLY THOMAS ALESBURYEXECUTIVE VICE PRESIDENT, HEAD OF PRODUCT AND TECHNOLOGY
BABBITT DEBRA RUTHCHIEF COMPLIANCE OFFICER
ROBBINS DAVIDCHIEF COMPLIANCE OFFICER

Branch offices (25)

Showing 15 of 25 offices.

CityStateEmployeesPhone
PHOENIXAZ27602-522-4100
FAIRFAXVA27833-752-6333
LYNNWOODWA10833-752-6333
ROSEVILLECA7833-752-6333
FEDERAL WAYWA7833-752-6333
OAKBROOK TERRACEIL61888-752-6742
NORWOODMA6888-752-6742
BURLINGTONMA6888-752-6742
WEST CONSHOHOCKENPA6833-752-6333
CHANDLERAZ6833-752-6333
ELLICOTT CITYMD5833-752-6333
WALNUT CREEKCA5888-752-6742
UNIONDALENY5888-752-6742
NOVIMI5888-752-6742
NORTHBROOKIL5888-752-6742

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