Edelman Financial Services is one of the largest independent financial planning firms in the nation, managing more than $10 billion for 20,000 clients nationwide. *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.** Ric Edelman and his team have delivered financial planning and investment management services to thousands of Americans for 25 years. Learn more about Ric Edelman and Edelman Financial Services »
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