shadow corner
About Ric
Email Page  |  Print Page  |  RSS Feed  |  Font Size  decrease font size increase font size

Awards & Reviews

Over the past 20 years, Edelman Financial Services has received more than 60 industry, community and philanthropic awards-establishing us as one of the most respected firms in the nation.

Click below to view details:

Barron's »
Inc. »
Registered Rep »
Research magazine »
Wealth Manager magazine (formerly Bloomberg Wealth Manager) »
Ernst & Young LLP »
Fairfax County Chamber of Commerce »
Times Community newspapers »
United States Chamber of Commerce »
Virginia Business »
Washington Business Journal »
Washington Families »
Washingtonian »
Royal Alliance Associates »
AIG SunAmerica »
World Invest Corporation »
Ticker magazine »

Barron's

The weekly authoritative source for financial market analyses and insight ranks the country's top advisors and brokers.

  • Ranked No. 2 on list of "Top 100 Independent Advisors" -- 2007
  • Ranked No. 27 on list of "Top 100 Financial Advisors" -- 2007
  • Ranked No. 15 on list of "Top 100 Financial Advisors" -- 2006
  • Ranked No. 14 on list of "The Best 100 Brokers" -- 2005
  • Ranked No. 6 on list of "America's 100 Top Brokers" -- 2004

Inc.

The national magazine for and about entrepreneurs ranks America's fastest - growing private companies in its annual Inc. 500.

  • Ranked No. 1 in the field, No. 142 overall -- 1997
  • Ranked No. 1 in the field, No. 102 overall -- 1996
  • Ranked No. 1 in the field, No. 69 overall -- 1995

Registered Rep

The monthly industry magazine honors the country's leading financial advisors and stockbrokers.

  • Listed as one of "America's Top 50 Advisors" -- 2004

Research magazine

One of the industry's leading publications for financial advisors since 1978.

  • Inducted into the magazine's "Financial Advisor Hall of Fame" -- 2004
  • Ranked No. 4 in "The Winner's Circle of Top Ranked Advisor Teams" -- 2004
  • Named No. 1 Advisor in the Nation for "Focus on the Individual Client" -- 2003

Wealth Manager magazine (formerly Bloomberg Wealth Manager)

The magazine lists the country's largest independent financial planning and investment management firms each year -- and Edelman Financial Services is consistently mentioned.

  • 11th largest by assets under management -- 2007
  • 11th largest by assets under management -- 2004
  • 6th largest by assets under management -- 2003
  • 5th largest by assets under management -- 2001

Ernest & Young LLP

The professional services firm annually taps extraordinary regional and national entrepreneurs.

  • Named Greater Washington Entrepreneur of the Year -- 2001
  • Named Finalist for Washington Entrepreneur of the Year -- 1995, 1996, 1997, 1998, 1999

Fairfax County Chamber of Commerce

The Fairfax Chamber recognizes outstanding businesses across the community each year.

  • Service Business of the Year -- 1994

Times Community newspapers

Readers of the weekly papers write-in for the best service provider in their area.

  • Awarded the "Best of Fairfax Award" as the preferred financial planner in Fairfax County -- 2006

United States Chamber of Commerce

Each year, the U.S. Chamber recognizes entrepreneurs and small business owners nationwide for succeeding in the face of serious challenges and adversity.

  • State Winner (VA) of the Blue Chip Enterprise Award -- 2000

Virginia Business

The magazine for and about the Virginia's business community chooses the best financial advisors across the state every year.

  • Ranked No. 1 Retail Advisor in "Virginia's Winner's Circle of Top Financial Advisers" -- 2006
  • Ranked No. 1 Retail Advisor in "Virginia's Top Financial Advisers" -- 2005

Washington Business Journal

The DC metro-area weekly newspaper ranks local financial services and providers.

  • Ranked No. 12 on list of Financial Asset Managers; No. 1 in number of accounts -- 2005
  • Made the "40 under 40" listing of DC area's 40 most successful entrepreneurs under age 40 -- 1996

Washington Families

The magazine for DC area parents regularly reviews family - friendly products, services and resources.

  • "Best for Families Reader's Choice Awards" -- 2006

Washingtonian

Washington's leading city magazine ranks area professionals of all kinds - recognizing Ric and Edelman Financial Services three times.

  • Named one of the area's "Great Places to Work" -- 2003, 2005
  • Named one of the "Top Financial Experts" in the Washington D.C. area -- 1994

Royal Alliance Associates

  • Award of Excellence -- 1998, 1999, 2000, 2001, 2003, 2004
  • New Colleague of the Year Award of Excellence -- 1997

AIG SunAmerica

  • Leaders Circle -- 2001

World Invest Corporation

  • Financial Planning Firm of the Year -- 1991, 1992, 1993
  • Financial Planner of the Year -- 1990, 1991, 1992
  • Mutual Fund Advisor of the Year -- 1991

Ticker magazine

  • Ace Adviser -- 1998

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.

Put our experience to work for you today. Call 888-PLAN-RIC or email an Edelman Financial advisor now.