Awards and Recognition

For more than 20 years, Ric Edelman and his colleagues have been dedicated to meeting the needs and achieving the financial goals of each and every client -- people just like you. We’ve won more than 100 financial, business, community and philanthropic awards, and as a result, Edelman Financial Services is now one of the largest independent investment and financial planning firms in America, managing money for more individuals and families than perhaps any other advisory firm.

Barron's

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

• *Ranked No. 1 on list of "Top 100 Independent Advisors" -- 2012
• Ranked No. 2 on list of "Top 100 Independent Advisors" -- 2011
• Ranked No. 1 on list of "Top 1,000 Advisors" -- 2011
• Ranked No. 3 on list of "Top 100 Financial Advisors" -- 2011
• *Ranked No. 1 on list of "Top 100 Independent Advisors" -- 2010
• *Ranked No. 1 on list of "Top 100 Independent Advisors" -- 2009
• Ranked No. 39 on list of "Top 100 Independent Advisors" -- 2008
• 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
  

*Barron’s ranking "Top 100 Independent Financial Advisors" (Aug. 27, 2012/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.

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

Inc. magazine cover story, "Inc. magazine's list of 500 fastest-growing private companies in the nation - Ranked #142 overall", October 1997 (Companies have to be independent and privately held through 1996, and must demonstrate a sales increase from fiscal year 1995 to 1996. Holding companies and regulated banks and utilities are not eligible, and sales in 1992 must be at least $200 thousand. Inc. magazine verified all information using tax forms and financial statements from certified public accountants, and by conducting interviews with company officials.).

Registered Rep

The monthly industry magazine honors the country's leading financial advisers 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

Research magazine cover story “Advisor Hall of Fame,” December 2004 (based on serving a minimum of 15 years in the industry, having acquired substantial assets under management, demonstrating superior client service and having earned recognition from peers and the broader community for how they reflect on their profession).

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

Ernst & 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 advisers 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, 2007 
• 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 SumAmerica

• 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

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

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