About Edelman Financial Services
Edelman Financial Services is one of the largest independent financial planning firms in the nation [1], managing more than $10 billion for 20,000 clients nationwide [2]. Three times named the #1 independent financial advisor in the nation by Barron’s [3], Ric Edelman and his team have delivered financial planning and award-winning investment management services to thousands of consumers for 25 years.
Thousands of Americans turn to Edelman Financial Services to handle their life savings because we’re professional advisors. As a Registered Investment Advisory firm, we are a fiduciary, committed to serving your best interests. Thanks to the Edelman Managed Asset Program ®, our clients avoid commissions, trading expenses and brokerage costs. In fact, our clients enjoy total portfolio costs that are a fraction of the price that mutual fund investors typically pay. And our annual fee is fully disclosed and, for many clients, tax-deductible!
Our clients come to us because we’re a refreshing alternative to chasing hot tips or the latest fad. As we’ve demonstrated for more than two decades, successful investing is not about wild guesses or “hoping for the best”. Instead, we give you a solid, proven investment approach, formed from an investment philosophy that is based on academic research – from Modern Portfolio Theory and the Fama-French Three Factor Model to the latest discoveries in Behavioral Finance and Neuroeconomics.
1. Based on a 2012 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 12-31-2011. 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 12-31-2011, reported on the firm's form ADV. Edelman Financial Services ranked 10th in assets under management as of 12-31-2011.
2. As of 3/31/2013.
3. 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.
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 is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
