Edelman Financial Engines Acquires Smart Investor


August 15, 2022

On May 19, 2022, Edelman Financial Engines, LLC announced that it will acquire Smart Investor.

Under the terms of the transaction, Edelman Financial Engines, LLC (“Edelman”) will acquire Smart Investor. Terms of the deal were not disclosed.

Edelman, based in Santa Clara, California, is an independent registered investment advisor offering fee-based financial planning and investment management services to individuals, families, and businesses. Edelman has approximately $275 billion in client assets under management.

Smart Investor, based in Roseville, California, is a registered investment advisor with over $680 million in client assets under management. Republic Capital Group provided financial and investment banking advice to Smart Investor.

To read the press release, please click here.

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