Acclaimed Financial Advisor
Barron’s has twice named Ric Edelman the #1 independent financial advisor in the nation (2009-2010) and nine times (2004–2012) among America’s 100 top financial advisors[1]. In 2012, the highly regarded industry website, RIABiz.com, named Ric the most influential financial advisor in America[2]. Ric has appeared on the cover of two industry publications (Financial Advisor, April 2012, and The Register, December 2011), and Financial Planning magazine in 2012 named Ric one of nine advisors with “vast Twitter followings.”[3] Ric is also a sought after speaker at major industry conferences.
In 2004, Ric was inducted into the Financial Advisor Hall of Fame by Research magazine[4]. Edelman Financial Services was named by Inc. magazine as one of the fastest growing privately held financial planning firm in the country for three years in a row in the late 1990's[5].
Ric received an honorary doctorate from Rowan University in 1999.
Best-Selling Author
Ric is a #1 New York Times best-selling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide.
Award-Winning Host of Radio and Television Shows
Ric's radio show has been on the air for more than 20 years, and is heard in dozens of markets throughout the country, enjoying more than 1 million listeners every week. In 2012, the show was ranked #2 as the most important weekend-only talk-radio show in America by TALKERS magazine[6]. Ric's television show, The Truth About Money with Ric Edelman, can be seen on more than 200 public television stations across the country and has won 8 Telly Awards.
Award-Winning Educator
Ric appears on stage frequently, talking to thousands of people every year, and is widely acknowledged as one of the most entertaining and informative speakers in the personal finance field. He taught personal finance at Georgetown University for nine years, publishes an award-winning 16-page monthly newsletter and offers one of the most comprehensive and free online personal finance education resources at RicEdelman.com.
Philanthropic Activities
Ric is active in community service. He served five years on the board of the United Way of the National Capital Area, including two years as Chairman. He is a National Trustee of the Boys & Girls Clubs of America, a member of the Foundation Board of the Boys & Girls Clubs of Greater Washington and a member of the BGCGW Leadership Council. He is also a full partner of the American Savings Education Council and the Jump$tart Coalition for Personal Financial Literacy, a board member of the Wolf Trap Foundation for the Performing Arts, and formerly served on the boards of Junior Achievement of the National Capital Area and the Washington National Opera. Ric and his wife, Jean, are benefactors of the Edelman Nursing Career Development Center at Inova Health System Foundation and the Edelman Planetarium at Rowan University. They also support Northern Virginia Riding Services, HEROES, Make-a-Wish Foundation, The Leukemia & Lymphoma Society and many other charities.
Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
1 Barron's ranking "Top 100 Independent Financial Advisors" (Aug. 28, 2010/Aug. 31, 2009) based on the quality of the advisors' practices, including client retention and compliance record, contribution to the firm's profitability, and the volume of assets overseen by the advisors and their teams.
2 RIABiz's listing of the 10 most influential figures in the RIA business is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be movers and shakers in the Registered Investment Advisor industry.
3 Financialplanning.com, March 30, 2012.
4 Research magazine cover story "Advisor Hall of Fame," December 2004 (based on serving a minimum of 15 years in the industry, having acquired substantial assets under management, demonstrating superior client service and having earned recognition from peers and the broader community for how they reflect on their profession).
5 Inc. magazine cover story, "Inc. magazine's list of 500 fastest-growing private companies in the nation—Ranked #142 overall", October 1997. (Companies have to be independent and privately held through 1996, and must demonstrate a sales increase from fiscal year 1995 to 1996. Holding companies and regulated banks and utilities are not eligible, and sales in 1992 must be at least $200 thousand. Inc. magazine verified all information using tax forms and financial statements from certified public accountants and by conducting interviews with company officials.)
6 TALKERS' magazine ranking "250 Most Important Radio Talk Show Hosts in America" (April 2012) is based on courage, effort, impact, longevity, potential, ratings, recognition, revenue, service, talent and uniqueness of the talk show host.
