Edelman Acquires Hasenberg

INVESTMENT MANAGEMENT DEALS BLOG

October 8, 2025

On October 7, 2025, Edelman Financial Engines announced its acquisition of Hasenberg Financial Group.

Edelman Financial Engines (“Edelman”) announced, on October 7, 2025, its acquisition of Hasenberg Financial Group (“Hasenberg”). Hasenberg will join Edelman’s national wealth management practice and take on its brand name. Further terms of the transaction were not disclosed.

Edelman, based in Boston, is a registered investment advisor offering investment management, retirement planning, tax planning, estate planning and small-business solutions services. Edelman has approximately $308 billion in assets under management.

Hasenberg, based in Eau Claire, Wisconsin, is a registered investment advisor offering comprehensive financial advisory and estate planning services. Hasenberg has approximately $300 million in client assets.

To read the press release: please click here.

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