“Putting clients first remains our top priority as we continue to focus on delivering personalized financial advice,” said Ryan Parker, CEO of Edelman Financial Services. “This accolade is a testament to our firm’s commitment to our clients and we are honored to be recognized for the fifth consecutive year by Financial Times.“
“Our clients have always come first, ever since we started the firm more than 30 years ago,” said Ric Edelman, founder and executive chairman of Edelman Financial Services. “We are honored that Financial Times has recognized our commitment.”
Edelman Financial Services, headquartered in Fairfax, Virginia, provides financial planning and investment management services to more than 36,000 individuals and families across the United States and manages more than $21.6 billion in assets.2 The average practice in FT’s list this year is 22 years old and manages $4 billion in assets.
The annual FT 300 list is produced by Financial Times in collaboration with Ignites Research, a subsidiary of FT that provides business intelligence on the investment management industry. RIA firms applied for consideration and met a minimum set of criteria. Applicants were then assessed on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
About Edelman Financial Services
Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation’s largest independent financial planning firms3 with 164 financial planners and 43 offices coast-to-coast, providing financial planning and investment management services to more than 36,000 individuals and families, and managing more than $21.6 billion in assets.4 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,5 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.6
Ric Edelman is an Investment Advisor Representative who offers advisory services through Edelman Financial Services, LLC, a Registered Investment Advisor. He is also a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
EFS offers advisory services in all 50 states, the District of Columbia, and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States and Puerto Rico. No offers may be made to or accepted from any resident outside of the 50 states, the District of Columbia, or Puerto Rico.
1 The 2018 Financial Times (FT) Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas: assets under management, asset growth rate, compliance record, years in existence, industry certifications of key employees and online accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. Investor experience/returns were not considered as part of this ranking.
2 As of March 31, 2018.
3WealthManagement.com‘s “Top 100 RIAs of 2015” ranking was assembled using data from Meridian-IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.
4 As of March 31, 2018.
5 Throughout the firm’s 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.
6 Investing strategies, such as asset allocation, diversification or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
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SOURCE Edelman Financial Services
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