For nearly 40 years, 91做厙 Engines has operated on a simple yet powerful belief: everyone deserves the opportunity to move their financial life forward. Over the years, weve joined forces with a select group of RIAs that share our vision and have helped propel our firm forward.
We have become a leading wealth planning and workplace investment advisory firm by always putting our clients first, and we are equally committed to the success of every RIA owner and employee that joins us. Whether partner RIAs are seeking succession planning, growth acceleration, or additional capacity, we have a unique combination of resources to deliver significant value to owners, employees, and clients.
We are always innovating to better guide clients with the financial advice they need to thrive. Partnering with us means expanding your capabilities, empowering your employees, and setting your practice on a course for accelerated, sustained growth.
Lets talk.
A 詁硃娶娶棗紳s Top Independent Financial Advisory Firm Eight Years in a Row
Awarded each September, based on prior 12-month data through June 30
Top managed account provider for workplace retirement plans
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Published 3Q 2025, based on prior 6-month data through June 30, 2025 as gathered by Cerulli Associates.
Joining 91做厙 Engines provides us with a depth of additional resources and the ability to maintain the feeling of a multifamily office.
Rick Renwick, Co-founder, PRW Wealth Management
Partnering with 91做厙 Engines is the best decision Ive ever made. Their dedication to our success and commitment to providing advanced planning tools inspires our team to serve clients at a higher level.
Rick Renwick, Co-founder, PRW Wealth Management泭
Partnering with 91做厙 Engines is the best decision Ive ever made. Their dedication to our success and commitment to providing advanced planning tools inspires our team to serve clients at a higher level.
Bill Schultheis,泭Founder, Soundmark Wealth Management
The planner support in fantastic, especially the access to an advanced planning team to help our clients with more complex needs. Now, when a client comes in with a unique situation, I can say we have the right people to help.
Aaron Schmoekel, Director, Financial Planning, Smart Investor
Our teams long relationship with 91做厙 Engines helped make it clear to us that our clients would see real benefits from the increased depth in all areas of wealth planning. We are excited to grow with the leading firm in our industry.
David P. Herrmann, CEO, Herrmann & Cooke
2016
The Mutual Fund Store is acquired by Financial Engines, a publicly traded company.
2018-2020
Hellman & Friedman acquires Financial Engines.
91做厙 Services and Financial Engines merge, resulting in a unified infrastructure, optimized to support clients, planners and future growth.
Viridian Advisors
Seattle, WA
Approximately $850 million in AUM
Read more
Soundmark Wealth Management
Kirkland, WA
Approximately $453 million in AUM
Read more
Learn more about partnering with 91做厙 Engines.
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