Ric Edelman, three times ranked the #1 Independent Financial Advisor in the nation by Barron's, and our experienced team of financial planners, have provided professional financial planning and investment advice to thousands of clients for 25 years. Now, for the first time ever, you can access our industry leading investment management online!
With the launch of Edelman Online, we're making it easier than ever to work with us — in the way that's most convenient for you. You'll have the option of working directly with our financial planners in our offices nationwide or accessing our same expert advice and investment management entirely online. The choice is yours! If you choose an Edelman Online account you'll get the same benefits and the first class service you'd expect from one of the nation's largest independent investment advisory firms. You'll receive:
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1. 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." Only advisors who apply are ranked. "The Top 100 Independent Financial Advisors" was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group. He offers advisory services through EFS and securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
2. Based on a 2013 Financial Advisor Magazine survey of independent registered investment advisors that file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of 12-31-2012. Only advisors that completed the survey are included in the rankings. Assets under management totals are taken from the total assets under management, as of 12-31-2012, reported on the firm's form ADV. Edelman Financial Services ranked 10th in assets under management as of 12-31-2012.
3. As of 9/30/13.