Smart Investor is a fiduciary Registered Investment Advisor headquartered in Roseville, California, with a second office in Woodland, California. The firm manages more than $680 million in assets for more than 500 individual clients, providing comprehensive financial planning, investment management, and retirement plan management for small businesses. Smart Investor is led by Chief Operating Officer Michael Tudor.

Edelman Financial Engines is an independent wealth planning firm with more than $245 billion in assets under management, serving 1.3 million clients through more than 145 offices nationwide. Founded in 1986, the firm has been ranked by Barron’s as America’s top independent financial planning and investment advisory firm.

Republic Capital Group served as exclusive investment banking advisor to Smart Investor on its sale to Edelman Financial Engines.