Niva WealthLet’s talk

Neil Gilfedder

Executive Vice President, Chief Investment Officer at Financial Engines Advisors

Officer record from the firm’s Form ADVForm ADV filed 24 July 2026

Neil Gilfedder is Executive Vice President, Chief Investment Officer of Financial Engines Advisors L.L.C., a Santa Clara investment adviser.

Role at Financial Engines Advisors

Title on Schedule A
Executive Vice President, Chief Investment Officer
Control
Neil Gilfedder is a control person of Financial Engines Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Neil Gilfedder has held the filed role since March 2023.

The firm

Financial Engines Advisors L.L.C.
Santa Clara, CA

Form ADV filed 24 July 2026

$326B AUM1,244,406 clients553 advisers26 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Neil Gilfedder is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Neil Gilfedder
CRD
7701975
Firm
Financial Engines Advisors L.L.C.
Record basis
Form ADV officer listing
Firm bio
edelmanfinancialengines.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

In a 2023 announcement, Edelman Financial Engines said Neil Gilfedder was promoted to executive vice president and chief investment officer, effective March 1, 2023, after previously leading portfolio management. Edelman Financial Engines official executive team page

Education

Credentials and memberships

Common questions

Where does Neil Gilfedder work?

Neil Gilfedder has been Executive Vice President, Chief Investment Officer of Financial Engines Advisors L.L.C. since March 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 July 2026

Leadership at Financial Engines Advisors

Sources

  1. IAPD individual lookup, CRD 7701975. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Financial Engines Advisors L.L.C., filed 24 July 2026. Title, control and ownership bands.
  3. Financial Engines Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Neil Gilfedder or Financial Engines Advisors L.L.C. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.