Meet Ric Edelman
Ric Edelman, three times ranked the #1 Independent Financial Advisor in the nation by Barron's, is Chairman and CEO of Edelman Financial Services and CEO, President and a Director of The Edelman Financial Group. Ric has been providing financial advice to consumers for more than 25 years. He is the best-selling author of seven books including his personal finance classic, The Truth About Money, and the award-winning The Lies About Money and Rescue Your Money. He hosts The Truth About Money with Ric Edelman Radio Show, which can be heard on radio stations nationwide. His investment advisory firm, Edelman Financial Services LLC, manages more than $11 billion for more than 22,000 clients and has won more than 100 awards.
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.
2As of 9/30/13
3Throughout the firm's 25 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.