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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.

Click below to view details:

Barron's »
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 »
Washingtonian Magazine»
Royal Alliance Associates Inc. »
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 #1 in the list of "Top Independent Financial Advisers" -- 2012
  • Ranked #3 in the list of "Top 100 Financial Advisors" -- 2012
  • Ranked #1 in VA in list of "Top 1,000 Advisers" -- 2012
  • Ranked #2 in the list of "Top Independent Financial Advisers" -- 2011
  • Ranked #3 in list of "Top 100 Financial Advisers" -- 2011
  • Ranked #1 in VA in list of "Top 1,000 Advisers" -- 2011
  • Ranked #1 in list of "Top 100 Independent Financial Advisers" -- 2010
  • Ranked #3 in list of "Top 100 Financial Advisers" -- 2010
  • Ranked #1 in list of "Top 100 Independent Financial Advisers" -- 2009
  • Ranked #39 in list of "Top 100 Financial Advisers" -- 2008
  • Ranked #32 in list of "Top 100 Financial Advisers" -- 2008
  • Ranked #2 in list of "Top Independent Financial Advisers" -- 2007
  • Ranked #27 in list of "Top 100 Financial Advisers" -- 2007
  • Ranked #15 in list of "Top 100 Financial Advisers" -- 2006
  • Ranked #14 in list of "The Best 100 Brokers" -- 2005
  • Ranked #6 in list of "America's 100 Top Brokers" -- 2004

The Inc. 500

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

  • Ranked # 142 overall on Inc. magazine's list of the 500 fastest-growing private companies in the nation; Inc.'s ranking placed EFC as #20 in the Washington, D.C. metropolitan area and the # 1 financial planning firm in the country -- 1997
  • Ranked #102 overall on Inc. magazine's list of the 500 fastest-growing private companies in the nation; Inc.'s ranking placed EFC as #8 in the Washington, D.C. metropolitan area and the #1 financial planning firm in the country -- 1996
  • Ranked #69 overall on Inc. magazine's list of the 500 fastest-growing private companies in the nation; Inc.'s ranking placed EFC as #4 in the Washington, D.C. metropolitan area and the #1 financial planning firm in the country -- 1995

Registered Rep Magazine

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

  • Edelman Financial Services ranked #30 on list of "America's Top 100 RIAs" -- 2009
  • Ranked #40 on list of "America's Top RIAs" -- 2008
  • Ranked #42 on list of "America's Top 50 Advisors" -- 2004

Research Magazine

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

  • Inducted to Financial Advisor Hall of Fame -- 2004
  • Ranked # 4 in "The Winner's Circle - Top Ranked Advisors Teams" -- 2004
  • Ranked # 1 advisor in the nation for focus on the individual client -- 2003

Wealth Manager Magazine (formerly Bloomberg Wealth Manager)

Top Independent Financial Planning and Investment Management Firms

  • Ranked 11th-largest in the nation -- 2007
  • Ranked 11th-largest in the nation -- 2004
  • Ranked 6th-largest in the nation -- 2003
  • Ranked 5th-largest in the nation -- 2001

Ernst & Young LLP's Entrepreneur of the Year Institute (Washington D.C. region)

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

  • Winner, Entrepreneur of the Year -- 2001
  • Finalist for Entrepreneur of the Year -- 1995-1999

Fairfax County Chamber of Commerce

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

  • Service of the Year Award -- 1994

Times Community Newspapers

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

  • "Best of Fairfax Award" – Voted the preferred financial planner in Fairfax County by the readers of the Times Community Newspapers in independent write-in survey -- 2004

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.

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

Virginia Business Magazine

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

  • Ranked # 1 Retail Advisor in "Virginia's Top Financial Advisers" -- 2007
  • Ranked # 1 Retail Advisor in "Virginia's Winner's Circle of Top Financial Advisers" -- 2006
  • Ranked # 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 # 16 in list of Financial Asset Managers -- 2011
  • Ranked # 18 in list of Financial Asset Managers; # 1 in number of accounts -- 2006
  • Ranked # 12 in list of Financial Asset Managers; # 1 in number of accounts -- 2005
  • "40 under 40", a listing of the Washington, D.C. area's 40 most successful entrepreneurs under age 40 -- 1996

Washington Family Magazine

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

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

Washingtonian Magazine

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

  • Named one of area's "Top Financial Advisors" in the Washington, D.C. area -- 2012
  • Named one of "Great Places to Work" in the Washington, D.C. area -- 2007
  • Named one of "Great Places to Work" in the Washington, D.C. area -- 2005
  • Named one of "50 Great Places to Work" in the Washington, D.C. area -- 2003
  • Named one of the top financial experts in the Washington D.C. area -- 1994

Royal Alliance Associates Inc.

  • Award of Excellence, "Bonus Group of the Year" and "Mutual Funds" -- 2005
  • Award of Excellence, #1 Mutual Funds -- 2004
  • Award of Excellence -- 2003
  • Award of Excellence, #1 Bonus Group Manager -- 2001
  • Award of Excellence, #1 Bonus Group Manager -- 1999
  • Award of Excellence -- 1998
  • Award of Excellence for New Colleague of the Year -- 1997

AIG SunAmerica

  • Leaders Circle -- 2001

World Invest Corporation

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

Ticker Magazine

  • Ace Adviser -- 1998

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.

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