Aritra Bera
Financial advisor at Edelman Financial Engines · Folsom, CA
Last updated 2026-10-10
Claim your profileAritra Bera is a financial advisor at Edelman Financial Engines in Folsom, CA, CRD 8248974. Licenses and exams on the registration: Series 65. First registered 2026-05-01.
Registration
- CRD number
- 8248974
- Registration status
- Active
- First registered
- 2026-05-01
- Years of experience
- 10
- States registered
- CA, TX
Licenses and exams
- Series 65
Work history
- 2026-04 to Present · Edelman Financial Engines · Santa Clara, CA
- 2023-08 to 2024-05 · Californians for All College Corps · San Jose, CA
- 2024-10 to 2026-04 · Catalyst Kids · San Jose, CA
- 2024-06 to 2024-08 · Banker's Life · Pleasanton, CA
- 2021-08 to 2025-05 · San Jose State University · San Jose, CA
- 2018-08 to 2021-08 · Folsom High School · Folsom, CA
- 2016-01 to 2018-08 · Sutter Middle School · Folsom, CA
Current employment
- Edelman Financial Engines · Santa Clara, CA
Edelman Financial Engines
- Regulatory AUM
- $326,285,243,393
- Registered advisors
- 722
- Offices
- 459
- Clients per advisor
- 1723.6 (Very high)
- Average AUM per client
- $262.2K (Low)
- High-net-worth client ratio
- 3.7% (Low)
Edelman Financial Engines: advisors, services and reported ETF investments
Reported ETF positions
Edelman Financial Engines reports 325 ETF positions worth $55.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $5B |
| SPMB — State Street SPDR Portfolio Mortgage Backed Bond ETF | $4.4B |
| SCHF — Schwab International Equity ETF | $4.1B |
| IGIB — iShares 5-10 Year Investment Grade Corporate Bond ETF | $3.7B |
| VUG — Vanguard Morningstar Growth ETF | $3.3B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Edelman Financial Engines's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $149.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $83.5M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $3.3M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Edelman Financial Engines on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Subscription Fees (Newsletter or Periodical)
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
- Insurance Company or Agency
Location
Folsom, CA
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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