Edelman Financial Engines F/K/A Financial Engines

Provider of personalized, independent investment advice.

Based in CA

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AI Overview

With $260K in lobbying spend across 34 quarterly filings, Edelman Financial Engines F/K/A Financial Engines is an active lobbying client. Their lobbying covers 3 issue areas. Active from 2018 to 2025.

$260K
Total Spend
8
Years Active
1
Firms Hired
4
Lobbyists Deployed
3
Issues Lobbied

Spending Trend

View as table
YearLobbying Spend
2018$160K
2019$80K
2020$0
2021$20K
2022$0
2023$0
2024$0
2025$0

Issues Lobbied

RetirementFinancialTaxation

Lobbying Firms

K&l Gates, LLP

Lobbyists

Daniel CrowleyKarishma PageDean BrazierLauren Flynn

Government Agencies Targeted

These are the government entities that Edelman Financial Engines F/K/A Financial Engines disclosed contacting in their lobbying filings.

HOUSE OF REPRESENTATIVESSecurities & Exchange Commission (SEC)SENATELabor, Dept of (DOL)Treasury, Dept of
View all agency pressure data →

What They Lobby About

These are actual descriptions from their quarterly lobbying disclosure filings, summarizing what they lobbied Congress and federal agencies about.Issue areas: Retirement, Financial, Taxation

Policy issues relating to investment advice and retirement security, including the Financial Choice Act (H.R. 10), Protecting Advice for Small Savers Act (H.R. 3857), Affordable Retirement Advice for

Policy issues relating to investment security (no specific bill).

Policy issues relating to investment and retirement security (no specific bill).

Related Analysis

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Data Sources: Senate LDA Filings

Last updated: February 2026

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