Are You Getting the Comprehensive Financial Planning Advice You Need Right Now?
In today's economy, you need more than an asset manager – you need comprehensive financial planning and wealth management advice to handle all aspects of your financial life, from your investment portfolio and your retirement plan to the right insurance and estate plan. And you need everything handled by experts who deliver personalized solutions created just for you.
Edelman Financial Services, an independent registered advisory firm, provides professional investment management to individuals, corporations and financial institutions. Our founder is Ric Edelman, three times named the #1 independent financial advisor in the county by Barron's**.
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Individuals & Families.
Comprehensive financial planning advice and guidance in all areas of personal finance, including college, retirement, mortgages, insurance and estate planning. Learn More »
Your organization, foundation, association or non-profit group has worked hard to raise the money you now have.
We can help you manage those assets prudently and responsibly. Learn More »
Our Investment Management Solution
The Edelman Managed Asset Program ® offers the smartest approach to investing. Learn more about how EMAP works, how we determine the right portfolio for you and more about the benefits of using EMAP. Learn More »
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*. 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 »
** 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.