Awards & Reviews
Over the past 25 years, Edelman Financial Services has received more than 100 industry, community and philanthropic awards-establishing us as one of the most respected firms in the nation.
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The Inc. 500 »
Registered Rep Magazine »
Research Magazine »
Wealth Manager Magazine (formerly Bloomberg Wealth Manager) »
Ernst & Young LLP's Entrepreneur of the Year Institute (Washington D.C. region) »
Fairfax County Chamber of Commerce »
Times Community Newspapers »
The United States Chamber of Commerce and the MassMutual Financial Group »
Virginia Business Magazine »
Washington Business Journal »
Washington Family Magazine »
Royal Alliance Associates Inc. »
World Invest Corporation »
Ticker Magazine »
The weekly authoritative source for financial market analyses and insight ranks the country's top advisors and brokers.
The Inc. 500
The national magazine for and about entrepreneurs ranks America's fastest-growing private companies in its annual Inc. 500.
Registered Rep Magazine
The monthly industry magazine honors the country's leading financial advisors and stockbrokers.
One of the industry's leading publications for financial advisors since 1978.
Wealth Manager Magazine (formerly Bloomberg Wealth Manager)
Top Independent Financial Planning and Investment Management Firms
Ernst & Young LLP's Entrepreneur of the Year Institute (Washington D.C. region)
The professional services firm annually taps extraordinary regional and national entrepreneurs.
Fairfax County Chamber of Commerce
The Fairfax Chamber recognizes outstanding businesses across the community each year.
Times Community Newspapers
Readers of the weekly papers write-in for the best service provider in their area.
The United States Chamber of Commerce and the MassMutual Financial Group
Each year, the U.S. Chamber recognizes entrepreneurs and small business owners nationwide for succeeding in the face of serious challenges and adversity.
Virginia Business Magazine
The magazine for and about the Virginia's business community chooses the best financial advisors across the state every year.
Washington Business Journal
The DC metro-area weekly newspaper ranks local financial services and providers.
Washington Family Magazine
The magazine for DC area parents regularly reviews family-friendly products, services and resources.
Washington's leading city magazine ranks area professionals of all kinds - recognizing Ric and Edelman Financial Services.
Royal Alliance Associates Inc.
World Invest Corporation
According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009. Barron’s, cover story “Top 100 Independent Advisers”, August 27, 2007; Barron’s, cover story “Top 100 Financial Advisers”, April 23, 2007; Barron’s, cover story “Top 100 Financial Advisers”, April 24, 2006; Barron’s, cover story “The Best 100 Brokers”, June 13, 2005; Barron’s, cover story “America’s Top 100 Brokers”, September 20, 2004; Research Magazine, cover story “Advisor Hall of Fame”, December 2004; Bloomberg Wealth Manager magazine, cover story July/August 2004. Wealth Manager magazine “Top Dog Report”, July 2007 issue; Financial Advisor magazine “Top RIA Survey”, July 2007 issue; Registered Rep magazines list of “America’s Top 50 Advisors”, September 2004 issue; Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation - Ranked #69 overall", October 1995; Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation -- Ranked #102 overall", October 1996; Inc. magazine cover story "Inc. Magazine's list of 500 fastest-growing private companies in the nation - Ranked #142 overall", October 1997; Note: Since May 10, 2005 acquisition by Sanders Morris Harris Group Inc, the company is no longer privately held.
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