Edelman Financial Services, LLC

Edelman Financial Services LLC, one of the largest and best-known financial planning and investment advisory firms in the country,1 is dedicated to helping ordinary consumers discover the path to financial security.

For more than two decades, the planners at Edelman Financial have been providing comprehensive, specially tailored personal finance advice, including college, insurance and retirement and estate planning to individuals and businesses. Along the way the firm has received more than 100 advisory, communications, community and philanthropic awards.2 Ric has three times been named Barron’s #1 independent financial advisor in the nation.3 In 2012, the highly regarded industry website, RIABiz.com, named Ric one of the “ten most influential figures” in the investment advisory field.4 Ric was ranked #3, up from #5 in 2011. He has appeared on the covers of two recent industry publications (Financial Advisor, April 2012, and The Register, December 2011), and Financial Planning magazine in 2012 named Ric one of nine advisors with “vast Twitter followings.”5

Ric Edelman is a New York Times best-selling author who has published seven books, including the personal finance classic The Truth About Money, and host of his own Public Television series and syndicated weekly radio show. He also publishes a monthly newsletter, has built one of the most comprehensive free educational resources online about personal finance at RicEdelman.com, and offers a variety of video and audio programs that help people achieve their financial goals.
Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group, Inc. 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.

Sarah Kenney
Vice President, Education and Communications
Edelman Financial Services LLC
4000 Legato Road, 9th Floor
Fairfax, VA 22033
Phone: 1-888-752-6742

1Based on a Wealth Management.com list that was comprised using data from Meridian-IQ where advisory firms are ranked by total assets under management. To be included on the list, firms had to have at least 10 percent individual clients and at least 10 percent high-net-worth clients for whom they do financial planning, and no more than 50 percent institutional clients. Edelman Financial Services LLC ranked 4th on the list.

2Throughout the firm’s 25 year history, EFS and Ric Edelman have been presented with more than 100 advisory, communications, community and philanthropic awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.

3According 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.

4RIABiz’s listing of the 10 most influential figures in the RIA business is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be movers and shakers in the Registered Investment Advisor industry.

5Financialplanning.com, March 30, 2012.