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.

Get Started

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

DeVoe Hires Ed Moore - Financial Advisor Magazine - Thu Sep 09 07:00:00 UTC 2021
Clients Want to Know More About Bitcoin. Here’s How to Get Up to Speed. - Barron's - Mon Aug 30 07:00:00 UTC 2021
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PE shop Lee takes 40% stake in $3.3bn Pure Financial Advisors - Citywire USA - Mon Aug 30 07:00:00 UTC 2021
Why Ric Edelman is stepping away from Edelman Financial Engines - Citywire USA - Tue Jun 08 07:00:00 UTC 2021
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DeVoe hires ex-Edelman president Ed Moore - Citywire USA - Thu Sep 09 15:09:34 UTC 2021
Edelman Financial Engines Announces Ric Edelman's Transition to Advisory Role - Business Wire - Mon Jun 07 07:00:00 UTC 2021
Ric Edelman to step back from Edelman Financial Engines - Citywire USA - Mon Jun 07 07:00:00 UTC 2021
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Edelman Financial Engines Working with Principal® to Offer Comprehensive Financial Help to Employees - Business Wire - Thu Jul 08 07:00:00 UTC 2021
Here are some tips for beating inflation as prices start to rise - CNBC - Thu Sep 16 12:34:38 UTC 2021
Ric Edelman To Step Down As Chairman At Edelman Financial Engines - Financial Advisor Magazine - Tue Jun 08 07:00:00 UTC 2021
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Ric Edelman removes a major impediment to his firm's future growth--himself--the last act in a 36-year career that will leave Edelman Financial Engines to fend for itself - RIABiz - Tue Jul 06 07:00:00 UTC 2021
Edelman Financial Engines buys $846m RIA in first-ever deal - Citywire USA - Wed May 19 07:00:00 UTC 2021
Edelman UK names ESG chief - PR Week - Wed Aug 25 07:00:00 UTC 2021
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Mercer Hires Its First CTO, a Former Edelman Financial Engines Exec - Wealth Management - Mon Jul 19 07:00:00 UTC 2021
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Ric Edelman, Edelman Financial Engines co-founder, will step down in 2021 - Financial Planning - Tue Jun 08 07:00:00 UTC 2021
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GTT Completes Sale of Infrastructure Division - Yahoo Finance - Fri Sep 17 10:00:00 UTC 2021
Exclusive-Warburg Pincus seeks $16 billion for private equity fund -sources - Reuters - Thu Sep 16 18:05:00 UTC 2021
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Ric Edelman: How He Lured $270 Billion In Assets - Investor's Business Daily - Thu Jul 15 07:00:00 UTC 2021
Principal partners with Edelman Financial Engines to offer participant advice - InvestmentNews - Fri Jul 09 07:00:00 UTC 2021
Ric Edelman makes appearance on The Dr. Oz Show - Citywire USA - Thu Apr 15 07:00:00 UTC 2021
Edelman Teams with Principal to Offer 401k Financial Help - The 401(k) Specialist - Thu Jul 08 07:00:00 UTC 2021
Edelman Financial Engines Center, LLC (The) -- Moody's affirms Edelman's B3 CFR; outlook stable - Yahoo Finance - Wed Mar 17 07:00:00 UTC 2021
Citizens taps ex-Edelman CEO Parker to run wealth biz - Citywire USA - Mon Oct 26 07:00:00 UTC 2020
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
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Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
EP Wealth names ex-Edelman CEO Ryan Parker as growth exec - Citywire USA - Thu Aug 12 07:00:00 UTC 2021
Shore Capital Partners Welcomes Brad Morehead as Partner, Head of Business Services Fund - Joplin Globe - Thu Sep 16 13:02:16 UTC 2021
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
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Nursing home chain avoids nearly all of a large whistleblower judgement in bankruptcy settlement - The Washington Post - Tue Sep 14 21:51:00 UTC 2021
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'Chicago's very own Donald Trump' - POLITICO - Politico - Fri Sep 17 12:23:42 UTC 2021
The Ric Edelman Show - WBT - Mon Jan 11 18:20:33 UTC 2021
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Q&A With Ric Edelman on the Technology Sector | Financial Advisors | US News - U.S News & World Report Money - Wed Apr 28 07:00:00 UTC 2021
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Financial Engines to be purchased for $3.02 billion, combined with Edelman - InvestmentNews - Mon Apr 30 07:00:00 UTC 2018
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
Comms and marketing head Christina Smedley exits Robinhood - PR Week - Wed Sep 15 16:00:44 UTC 2021
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 08:00:00 UTC 2020
Fidelity Investments boosts hiring target to 16,000 for the year - BetaBoston - Tue Aug 31 07:00:00 UTC 2021
Here’s Why Edelman-Financial Engines Deal Makes Sense - Barron's - Tue May 01 07:00:00 UTC 2018
Mercer Advisors Adds 2 Execs in Aim to Double Its Size - ThinkAdvisor - Thu Jul 22 07:00:00 UTC 2021
Hellman & Friedman Completes Acquisition of Financial Engines - Business Wire - Thu Jul 19 07:00:00 UTC 2018
Edelman Financial Engines' Acquisition of Viridian Advisors – Global Legal Chronicle - Global Legal Chronicle - Wed Jun 30 07:00:00 UTC 2021
Retirement Industry People Moves - Planadviser.com - Fri May 21 07:00:00 UTC 2021
Mercer poaches Edelman veteran as its first-ever CTO - Financial Planning - Tue Jul 27 07:00:00 UTC 2021
Edelman plus Financial Engines, Edelman Financial Engines - Financial Planning - Thu Nov 08 08:00:00 UTC 2018
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Edelman, Other Players on Cusp of Crypto-Related Offerings - ThinkAdvisor - Thu Mar 18 07:00:00 UTC 2021
Edelman, Financial Engines to Combine Following Sale - Barron's - Mon Apr 30 07:00:00 UTC 2018
Edelman Financial gets its CEO from LPL but the chief executive's job description isn't exactly what the old one was - RIABiz - Tue May 31 07:00:00 UTC 2016
Edelman Financial Engines Announces Launch of Workplace Innovation Division - Business Wire - Thu Nov 14 08:00:00 UTC 2019

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