Edelman Financial Services has been ranked one of the top registered investment advisors by Financial Advisor magazine. The magazine ranks the firm the 10th largest based on assets under management.
The list is comprised of more than 600 firms and to be eligible, firms must be registered investment advisors and provide financial planning services to individual clients. Edelman Financial was founded 30 years ago and manages $16 billion for more than 30,000 clients.1
The firm's household minimum is just $5,000, compared to others on the list that require as much as $25 million. "Although we serve a great many people with substantial assets, you don't need to have millions to become our client," said Ric Edelman, Founder and Executive Chairman of Edelman Financial. "We're happy to provide advice for anyone who wants financial security for themselves and their families, regardless of how much money you have. We'll help anyone willing to accept our advice."
About Ric Edelman
Providing financial advice for 30 years, Ric hosts radio and television shows that air weekly nationwide. He is also a #1 New York Times best-selling author who has written eight books on personal finance.
About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and manages $16 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.2 For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit www.RicEdelman.com.