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Edelman Financial Engines Acquires $846 Million RIA Viridian Advisors

Asia Martin | Wealth Management, May 2021
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Summary: Edelman Financial Engines, an independent financial planning firm that was created through the combination of Edelman Financial Services and Financial Engines, has acquired Viridian Advisors, a Bothell, Wash.–based financial and tax planning RIA with $846 million in assets across more than 800 clients. The deal represents Edelman's first RIA acquisition since the merger.

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