About Edelman Financial Services
Edelman Financial Services is one of the largest independent financial planning firms in the nation, managing more than $6.5 billion for nearly 15,000 clients nationwide. Twice named the #1 independent financial advisor in the nation by Barron’s*, Ric Edelman and his team have delivered financial planning and award-winning investment management services to thousands of consumers for nearly 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.
*Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 28, 2010 / Aug. 31, 2009) based on the quality of the advisors’ practices, including client retention and compliance record, contribution to the firm’s profitability, and the volume of assets overseen by the advisors and their teams.
Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and Co-CEO, President and a Director of The Edelman Financial Group (NASDAQ: EF). He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.
