Edelman Financial Services

Edelman Financial is one of the largest independent financial planning firms in the nation, managing $14.4 billion for more than 26,000 clients both online and via 40 offices across the country (as of December 31, 2014). Three times ranked the #1 independent financial advisor in the nation by Barron's Ric Edelman and his team of experienced advisors have been helping thousands of people just like you for 27 years.

How it Works

1. Talk

Get your Free Portfolio Review from one of our experienced advisors. We’ll examine your current investments and tell you if you’re taking too much risk, paying too much in fees, or suffering returns that are too low. Thousands of people have benefitted from these reviews – now it’s your turn!

2. Act

Need a full financial plan? Let us review your entire financial situation and in just a few short pages you’ll see what you need to do to realize your dreams. And the best part is that we’ll do all the work getting your plan into motion for you!

3. Relax

As an Edelman client you can call your financial advisor any time, for any reason. We do much more than just manage your investments. From employee benefits to insurance and wills & trusts, you can rely on us for all your financial questions and issues. Buying a new car? Ask our advice. Been offered a new job? Give us a call. Daughter got engaged? Congrats - we'll help you figure out how to pay for the wedding! No matter the issue, we’re a call or email away.

We Are...
WELCOME to the award-winning investment management firm of Edelman Financial Services. Since 1987, tens of thousands of people just like you have enjoyed the advice and services provided by our experienced financial advisors. Now, thanks to the latest technology, you can enjoy complete access to our investment management services ONLINE!

We Serve...
Most investment management firms require that you invest $250,000, $500,000, $1 million or even more! However, with Edelman Financial Services, you can open an account with just $5,000. Of course, we’re happy to serve our affluent and wealthy individuals, families and organizations who comprise the majority of our clientele, and we’re equally proud to offer our services to the millions of Americans who are turned away by other investment advisors. Indeed, we’ve learned over the years that it’s as much fun helping people become wealthy as it is helping people stay that way! This commitment reflects our dedication to community service.

Our Investment Management...
The Edelman Managed Asset Program® gives you the ability to invest in the same way that institutional investors, pension funds and endowments invest their billions of dollars – using the same time-tested, proven investment strategies they often use.

Many other investment advisors place every client into one of just three investment models – "Are you conservative, moderate or aggressive?" they ask. How silly! You know you don’t fit into some narrowly designed box, and we know it, too. So instead of forcing you into a one-size-fits-all strategy, EMAP features more than 100 asset allocation models, each offering exposure to as many as 19 asset classes and market sectors from the global financial marketplace.

But which of our 100+ models (or combination of models) is right for you? To find out, use our unique, interactive Guide to Portfolio Selection. It’s fast, fun and free! And then, if you wish, you’ll be ready to open your EMAP account.

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Facts

Management Type: Fully Automated Platform
Total Assets: $13.6B
Portfolio Composition: ETFs & Mutual Funds

Optimizations

Automatic Rebalancing
Automatic Tax Loss Harvesting
Tax Optimized Portfolio Design

Free Trial

Minimum Balance

$5000

Mobile Support

Related News

Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Business Wire - Fri Sep 18 13:30:00 UTC 2020
Edelman Financial Engines CEO criticizes DOL fiduciary proposal - Citywire USA - Fri Aug 28 07:00:00 UTC 2020
The 10 Investing Questions That Matter Today: Ric Edelman's New Public Television Special to Air August 31 on WETA TV - Business Wire - Tue Aug 25 07:00:00 UTC 2020
Keiro Symposium 'Designing Your Future' to Be Held Virtually - The Rafu Shimpo - Sat Sep 19 20:58:00 UTC 2020
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 08:00:00 UTC 2020
Tilney Smith & Williamson appoints first chief commercial director - Investment Week - Tue Sep 01 07:00:00 UTC 2020
Edelman Financial Engines preps multimillion-dollar media move - Citywire USA - Thu Jan 30 08:00:00 UTC 2020
Sollensys Selects Advisory Board - StreetInsider.com - Thu Sep 17 18:47:31 UTC 2020
Tilney Smith & Williamson appoints Chief Commercial Director for financial services - Wealth Adviser - Wed Sep 02 07:00:00 UTC 2020
Edelman prepares to hire 40 additional advisors | Citywire - Citywire USA - Thu Apr 16 07:00:00 UTC 2020
'Goals, not their investments': What Edelman is telling his clients - Citywire USA - Wed Apr 15 07:00:00 UTC 2020
Edelman TV ads with humorous touch make their debut - Citywire USA - Tue Feb 04 08:00:00 UTC 2020
Stock market sell-off shouldn’t change your retirement strategy - The Washington Post - Mon Sep 07 07:00:00 UTC 2020
InvestmentNews Names Edelman Financial Engines Largest Fee-Only Investment Advisor - Business Wire - Wed Aug 12 07:00:00 UTC 2020
The One Big Question Ric Edelman Is Hearing Now - ThinkAdvisor - Fri Jul 24 07:00:00 UTC 2020
Ric & Jean Edelman and Edelman Financial Engines Donate $2 Million to Fund Alzheimer's Documentary by Oscar-Winning Director Louie Psihoyos - Business Wire - Mon Dec 23 08:00:00 UTC 2019
CEO Larry Raffone lays out Edelman Financial Engines growth plans - Business Insider - Tue May 26 07:00:00 UTC 2020
Financial Engines and Alight Solutions Expand Relationship to Bring Comprehensive, Conflict-free Financial Planning and Holistic Investment Management Into the Workplace - Business Wire - Wed Jan 29 08:00:00 UTC 2020
Ric Edelman Calls on Congress to Permit Temporary Start of Social Security Retirement Benefits - Business Wire - Wed Mar 25 07:00:00 UTC 2020
How the nation's largest RIA is handling the coronavirus crisis - Citywire USA - Wed Mar 18 07:00:00 UTC 2020
In Honor of National Nurses Week, Edelman Financial Engines Partners with ezCater to Feed the Front Line at Local Hospitals - Business Wire - Tue May 05 07:00:00 UTC 2020
Gridiron Capital Partners with AML RightSource - Odessa American - Tue Sep 22 11:15:00 UTC 2020
Edelman Financial Engines Promotes Jason Van de Loo to Lead Retail Business - Business Wire - Thu Jan 23 08:00:00 UTC 2020
Edelman Financial Engines Announces Launch of Workplace Innovation Division - Business Wire - Thu Nov 14 08:00:00 UTC 2019
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
Ric Edelman: Lessons From a Walking Brand - Barron's - Thu Mar 05 08:00:00 UTC 2020
New Edelman Financial Engines 401(k) chief: The future is 'personalization' - BenefitsPro - Wed Nov 13 08:00:00 UTC 2019
Ric Edelman Financial Engines dropped commission based fees - Financial Planning - Wed Apr 03 07:00:00 UTC 2019
Edelman Financial Engines Promotes Kelly O'Donnell to Lead Workplace Business - Business Wire - Thu Nov 07 08:00:00 UTC 2019
Edelman rolls out national TV ad campaign after test boosts lead flows - Citywire USA - Thu Jun 11 07:00:00 UTC 2020
Edelman Financial Engines Campaign Features Founder Dispensing Advice 06/26/2020 - MediaPost Communications - Fri Jun 26 07:00:00 UTC 2020
Digital disruption grows attack surface, Edelman Financial Engines' Conlon says - SC Magazine - Thu Jun 18 07:00:00 UTC 2020
RetireOne Acquires Edelman Financial's Broker-Dealer Unit - ThinkAdvisor - Wed Nov 13 08:00:00 UTC 2019
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
Is Edelman Financial Engines' New Offering a Threat to Rollovers? - ThinkAdvisor - Fri Jul 12 07:00:00 UTC 2019
Chambers USA honors 19 McGlinchey Stafford attorneys, 8 practice areas - Auto Remarketing - Fri Sep 04 07:00:00 UTC 2020
Moody’s: New Vanguard Robo Threatens Edelman Financial Engines - ThinkAdvisor - Tue Sep 24 07:00:00 UTC 2019
Edelman Financial Services Announces Move to Envestnet Wealth Management Platform - PR Newswire - Tue Jan 30 08:00:00 UTC 2018
COVID and Your Money: Ric Edelman's New Public Television Special to Air on June 1st on WETA PBS - Business Wire - Thu May 28 07:00:00 UTC 2020
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again - RIABiz - Wed Nov 20 08:00:00 UTC 2019
Acclaimed Financial Advisor Ric Edelman Answers the 10 Investing Questions That Matter Today - Business Wire - Mon Jul 27 07:00:00 UTC 2020
Ric Edelman calls on Congress to aid RIA clients - Citywire USA - Tue Aug 11 07:00:00 UTC 2020
Edelman Financial Engines Recognized as Country's Top Fee-Only Investment Advisory Firm - Business Wire - Wed Jun 26 07:00:00 UTC 2019
Private equity says it will carry financial advisors through coronavirus - Financial Planning - Mon Apr 20 07:00:00 UTC 2020
Ric Edelman Urges Congress to Make 36 Policy Changes to Support the Millions of Americans Struggling Financially - Business Wire - Fri Aug 07 07:00:00 UTC 2020
The Zacks Analyst Blog Highlights: Capital One Financial, Synchrony Financial, American Express and Discover Financial Services - Yahoo Finance - Fri Sep 18 14:03:00 UTC 2020
Edelman plus Financial Engines, Edelman Financial Engines - Financial Planning - Thu Nov 08 08:00:00 UTC 2018
Edelman Covid Relief Plan Calls For Expanded Social Security Benefits - Financial Advisor Magazine - Mon Aug 10 07:00:00 UTC 2020
New study shows opportunities for agents to strengthen relationships with personal lines customers - News-Herald.com - Tue Sep 22 14:00:00 UTC 2020
Edelman Financial Has a New Name - Barron's - Tue Nov 06 08:00:00 UTC 2018
Edelman, Financial Engines to Combine Following Sale - Barron's - Mon Apr 30 07:00:00 UTC 2018
Key to Edelman-Financial Engines deal? Scale the planner, one more time - Financial Planning - Fri Dec 07 08:00:00 UTC 2018
PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact - International Adviser - Wed Sep 02 07:00:00 UTC 2020
Ric Edelman and Financial Engines ink $3B RIA M&A deal - Financial Planning - Wed May 02 07:00:00 UTC 2018
Financial Engines Announces Agreement to Be Acquired by Hellman & Friedman for $45.00 Per Share in Cash - Business Wire - Mon Apr 30 07:00:00 UTC 2018
UMB Staff Recognized by Board of Regents - UMB News - Mon Sep 21 21:07:04 UTC 2020
How to Put Bitcoin in a Portfolio: Ric Edelman - Barron's - Fri Jan 31 08:00:00 UTC 2020
Edelman Financial Engines appoints workplace business leader - Pensions & Investments - Fri Nov 08 08:00:00 UTC 2019
Edelman Financial Engines Joins America Saves Week to Help More Americans Take Control of Their Financial Lives - Business Wire - Fri Mar 01 08:00:00 UTC 2019
Financial Times Names Edelman Financial Services to List of Top Financial Advisors for Fifth Consecutive Year - PR Newswire - Fri Jun 29 07:00:00 UTC 2018
Ric Edelman Warns of Long-Term Pandemic Impact - ThinkAdvisor - Wed Jun 10 07:00:00 UTC 2020
Edelman Financial Engines faces a credit negative outlook after Vanguard robo-adviser launch - Pensions & Investments - Tue Sep 24 07:00:00 UTC 2019
Financial Stress Escalating Among U.S. Workers During Covid-19 Pandemic; Employers Are Key to the Solution: Edelman Financial Engines - Business Wire - Tue Jun 16 07:00:00 UTC 2020
Here’s Why Edelman-Financial Engines Deal Makes Sense - Barron's - Tue May 01 07:00:00 UTC 2018
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
As coronavirus spreads, Wells Fargo, Edelman, others restrict travel - Financial Planning - Tue Mar 03 08:00:00 UTC 2020
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
Financial strategies during COVID: Steps to protect your finances - CBS News 8 - Tue Jul 07 07:00:00 UTC 2020
Ric Edelman: Advisors Shouldn't Ignore Bitcoin, Blockchain - ThinkAdvisor - Mon Jan 27 08:00:00 UTC 2020
Fidelity Investments applies its proven Peter Jubber to its unproven bitcoin unit and its launch of Fidelity Digital Funds signals it's all in on blockchain currency - RIABiz - Wed Sep 09 07:00:00 UTC 2020
Ric Edelman's RIA empire to merge with legacy The Mutual Fund Stores in $3-billion deal that takes Financial Engines private - RIABiz - Mon Apr 30 07:00:00 UTC 2018
Fidelity, Edelman and MarketCounsel come out against proposed DOL fiduciary rule exemption - Citywire USA - Fri Aug 21 07:00:00 UTC 2020
Edelman Financial Engines names new retail biz head - Citywire USA - Fri Jan 24 08:00:00 UTC 2020
Why Empower Retirement paid a 'premium' for Personal Capital - Citywire USA - Wed Jul 01 07:00:00 UTC 2020
The Ric Edelman Show | 1210 WPHT - Talk Radio 1210 WPHT - Tue Dec 17 15:51:51 UTC 2019
Financial Engines and Alight Solutions Team to Offer Planning Advice - The 401(k) Specialist - Wed Jan 29 08:00:00 UTC 2020
Edelman Talks Stimulus And Advisor Shake-Up - Financial Advisor Magazine - Thu Mar 26 07:00:00 UTC 2020
"Barron's" Ranks Edelman Financial Services Among Nation's Top 3 Independent Advisory Firms - PR Newswire - Tue Sep 13 07:00:00 UTC 2016
Why Edelman and Financial Engines Joined Forces - Barron's - Fri Feb 01 08:00:00 UTC 2019
What could upswing in coronavirus cases mean for advisor workspaces? Virtually anything - Financial Planning - Fri Jul 24 07:00:00 UTC 2020
COVID and Your Money: Ric Edelman's New Public Television Special - Patch.com - Mon Jun 01 07:00:00 UTC 2020
Financial Engines Launches New Service for 401(k) Plan Participants - ThinkAdvisor - Tue Jun 25 07:00:00 UTC 2019
PACCAR's New Partnership with Schneider Electric and Faith Technologies to Accelerate US and Canadian Electric Truck Market - Canada NewsWire - Mon Sep 21 18:44:00 UTC 2020
6 Best Financial Advisors in Birmingham, Alabama • Benzinga - Benzinga - Tue May 26 07:00:00 UTC 2020
Financial Engines + Edelman = LOVE - Financial Advisor Magazine - Mon Jul 02 07:00:00 UTC 2018
'It's going to get much uglier' — How to invest during the coronavirus pandemic, according to Ric Edelman - CNBC - Fri Mar 27 07:00:00 UTC 2020
The Need for Planning—Not Just Advice—Is Clear - Planadviser.com - Tue Apr 28 07:00:00 UTC 2020
Edelman: Advisors Blind To Digital Assets - ETF.com - Fri Sep 27 07:00:00 UTC 2019
Ric Edelman dishes on subscription fees, robos - Citywire USA - Wed Apr 10 07:00:00 UTC 2019
Edelman Financial Services Names Letha Steffey as Chief Marketing Officer - PR Newswire - Thu Mar 29 07:00:00 UTC 2018
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger - The 401(k) Specialist - Mon Apr 30 07:00:00 UTC 2018
Financial Engines-Edelman Deal: Where Are the Synergies? - ThinkAdvisor - Mon Apr 30 07:00:00 UTC 2018
Wells Fargo ends forced arbitration for sexual harassment claims. Will other firms follow? - Financial Planning - Fri Feb 21 08:00:00 UTC 2020
'I've started a new chapter and I don't want to go back' - Chuka Umunna on Edelman, ESG, purpose and politics - PR Week - Tue Sep 15 06:10:02 UTC 2020
Mega-RIA Edelman Financial Engines Pursues Departing Advisors - AdvisorHub - Thu Apr 11 07:00:00 UTC 2019
RetireOne Acquires Back Office Platform From Edelman Financial Engines - WealthManagement.com - Wed Nov 13 08:00:00 UTC 2019
The Truth About Ric Edelman - Financial Advisor Magazine - Sun Apr 01 07:00:00 UTC 2012
Financial Engines Announces $3B Acquisition, Plans To Combine With Edelman - Financial Advisor Magazine - Mon Apr 30 07:00:00 UTC 2018

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