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

Edelman's 22 Predictions for Digital Assets in 2022 - AdvisorHub - Fri Dec 31 08:00:00 UTC 2021
Ric Edelman's New Podcast, Videocast & Radio Show Launches New Year's Weekend - CEO Today - Sat Jan 01 08:00:00 UTC 2022
Legendary Financial Advisor Predicts One Third of Americans Will Buy Bitcoin in 2022 - CryptoGlobe - Sat Jan 15 08:00:00 UTC 2022
Why Ric Edelman is stepping away from Edelman Financial Engines - Citywire USA - Tue Jun 08 07:00:00 UTC 2021
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
Investing Strategies to Help Protect Your Finances Against Inflation - PRNewswire - Wed Jan 19 08:00:00 UTC 2022
'The bad reputation is well deserved': Ric Edelman's damning verdict on financial services - Citywire USA - Thu Jun 03 07:00:00 UTC 2021
Using Tech to Optimize Your Social Security Benefits - The New York Times - Fri Jan 28 10:00:17 UTC 2022
Financial firms are still falling short at serving communities of color - Fortune - Fri Jan 21 12:07:00 UTC 2022
$13.3bn EP Wealth buys small RIA and lifts out $435m team - Citywire USA - Mon Jan 03 08:00:00 UTC 2022
Why a Bank for the Super Rich Is Taking Aim at the Younger Merely Rich - Bloomberg - Wed Jan 26 21:26:18 UTC 2022
Ric Edelman to step back from Edelman Financial Engines - Citywire USA - Mon Jun 07 07:00:00 UTC 2021
Edelman Financial Engines shuns an IPO, but (likely) raises hundreds of millions dollars at a staggering $7.3-billion IPO valuation, despite fresh DOL 401(k) headwinds - RIABiz - Wed Mar 17 07:00:00 UTC 2021
Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Business Wire - Thu Sep 23 07:00:00 UTC 2021
Where Should Advisors Go for Crypto Education? - Yahoo Finance - Thu Jan 27 13:50:00 UTC 2022
Q&A: How to Make 2022 Your Best Year Yet as a Financial Planner - U.S News & World Report Money - Wed Jan 05 08:00:00 UTC 2022
Edelman Smithfield announces leadership shake-up - PR Week - Mon Jan 17 08:00:00 UTC 2022
Ric Edelman To Step Down As Chairman At Edelman Financial Engines - Financial Advisor Magazine - Tue Jun 08 07:00:00 UTC 2021
Edelman Financial Engines Working with Principal® to Offer Comprehensive Financial Help to Employees - Business Wire - Thu Jul 08 07:00:00 UTC 2021
Warburg Pincus takes stake in Edelman Financial Engines - Citywire USA - Mon Mar 15 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 Financial Engines Acquires Viridian Advisors - Business Wire - Wed May 19 07:00:00 UTC 2021
Edelman Financial Engines Acquires $846 Million RIA Viridian Advisors - WealthManagement.com - Wed May 19 07:00:00 UTC 2021
Advisor Ric Edelman Steps Back From Edelman Financial Engines - WealthManagement.com - Tue Jun 08 07:00:00 UTC 2021
Edelman says it will drop clients that don't meet its ESG standards, though activists are skeptical - AdAge.com - Fri Jan 07 08:00:00 UTC 2022
Advisor Innovations: Ric Edelman Looks to the Future - Wealth Management - Tue Nov 30 08:00:00 UTC 2021
Principal partners with Edelman Financial Engines to offer participant advice - InvestmentNews - Fri Jul 09 07:00:00 UTC 2021
Mercer Hires Its First CTO, a Former Edelman Financial Engines Exec - Wealth Management - Mon Jul 19 07:00:00 UTC 2021
Lex Suvanto named CEO of Edelman financial communications - PR Week - Tue Nov 02 07:00:00 UTC 2021
Warburg Pincus Re-Invests in Edelman Financial Engines - WealthManagement.com - Tue Mar 16 07:00:00 UTC 2021
Caleres, Inc. -- Moody's withdraws Caleres' ratings following debt repayment - Yahoo Finance - Fri Jan 28 23:39:06 UTC 2022
Ric Edelman makes appearance on The Dr. Oz Show - Citywire USA - Thu Apr 15 07:00:00 UTC 2021
Edelman Financial Engines replaces 'The Ric Edelman Show' with two 'retirement'-related shows -- including one hosted and owned by Ric Edelman, yet neither (curiously) will refer prospects - RIABiz - Mon Dec 13 08:00:00 UTC 2021
Winning the war for ESG talent in an era of distrust | Greenbiz - GreenBiz - Wed Jan 26 10:32:11 UTC 2022
Ric Edelman, Edelman Financial Engines co-founder, will step down in 2021 - Financial Planning - Tue Jun 08 07:00:00 UTC 2021
Ric Edelman created the biggest independent financial advice firm in the nation. Now he wants you to love bitcoin - Financial Planning - Fri Jul 30 07:00:00 UTC 2021
Ric Edelman To Focus On AI, Crypto And More On New Radio Show, Podcast - Financial Advisor Magazine - Fri Dec 03 08:00:00 UTC 2021
EP Wealth names ex-Edelman CEO Ryan Parker as growth exec - Citywire USA - Thu Aug 12 07:00:00 UTC 2021
What the Rise of NFTs Means for Advisors - Wealth Management - Fri Jan 07 08:00:00 UTC 2022
Independence Realty Trust Announces Tax Treatment of Dividends in 2021 - The Bakersfield Californian - Wed Jan 27 08:00:00 UTC 2021
On the Move: Marina Maher Recruits Edelman's Wu - O'Dwyer's PR News - Wed Jan 26 19:22:53 UTC 2022
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
Market Expert: Crypto Craze Is Just the Tip of the Iceberg - ETF Trends - Tue Jan 18 16:50:27 UTC 2022
What's Next for Retirement Income? | PLANSPONSOR - PLANSPONSOR - Wed Nov 17 08:00:00 UTC 2021
Expert advice on a volatile stock market - The Washington Post - Tue Jan 25 23:23:35 UTC 2022
A Special Virtual Event: 9 Wealth Strategies - PRNewswire - Tue Aug 17 07:00:00 UTC 2021
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
PE shop Lee takes 40% stake in $3.3bn Pure Financial Advisors - Citywire USA - Mon Aug 30 07:00:00 UTC 2021
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
Creative Planning goes 'transformational,' buying $110 billion in retirement assets and crashing the elite Edelman Financial Engines, CAPTRUST party of business model ambidexterity - RIABiz - Sat Nov 20 08:00:00 UTC 2021
Blockchain, remote work and tax tech—all on the radar of CFOs this week - Fortune - Fri Jan 14 08:00:00 UTC 2022
Soledad O'Brien and Jean Chatzky to co-host Edelman radio show - Citywire USA - Thu Dec 02 08:00:00 UTC 2021
People trust tech more than any other industry - Quartz - Sun Jan 23 14:25:49 UTC 2022
Ric Edelman: This Asset Class Is 'the Best Investment Opportunity' Since the Internet - ThinkAdvisor - Mon Nov 22 08:00:00 UTC 2021
Ric Edelman Creates 'Yellow Pages' for Bitcoin, Other Digital Assets - Barron's - Wed Nov 24 08:00:00 UTC 2021
Michael Edelman named President of M&T Realty Capital Corporation - PRNewswire - Thu Jan 06 08:00:00 UTC 2022
What a Wharton professor’s viral tweet really reveals - Fortune - Mon Jan 24 11:33:41 UTC 2022
Public Relations Services Market Demand, Share including industry Assessment 2021 | Edelman, Weber Shandwick, FleishmanHillard, Ketchum – Construction News Portal - Construction News Portal - Sat Jan 29 03:14:39 UTC 2022
Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures - AiThority - Thu Jan 27 12:38:42 UTC 2022
One in Three Women Expect It Will Take A Year or More to Financially Recover from COVID-19 - Business Wire - Wed Mar 17 07:00:00 UTC 2021
'Goals, not their investments': What Edelman is telling his clients - Citywire USA - Wed Apr 15 07:00:00 UTC 2020
SEC Charges Financial Advisor in $5.8 Million Fraud - Finance Magnates - Mon Jan 24 22:02:00 UTC 2022
DeVoe hires ex-Edelman president Ed Moore - Citywire USA - Thu Sep 09 07:00:00 UTC 2021
Insurance Broker Escapes Law Firm's Virus Coverage Suit - Law360 - Sat Jan 29 02:01:00 UTC 2022
Edelman Financial Services Announces Move to Envestnet Wealth Management Platform - PR Newswire - Tue Jan 30 08:00:00 UTC 2018
EF Hutton Appoints Jill O'Connell as Chief People Officer - GlobeNewswire - Tue Jan 04 08:00:00 UTC 2022
Edelman Financial Engines names new retail biz head - Citywire USA - Fri Jan 24 08:00:00 UTC 2020
Baltimore State's Attorney Marilyn Mosby made bad investing moves - The Washington Post - Wed Jan 19 03:20:00 UTC 2022
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
RIA Firms Maintain Mix of Virtual and In-Person Meetings for 2022 - Financial Advisor IQ - Mon Dec 27 08:00:00 UTC 2021
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 08:00:00 UTC 2020
William Sharpe: There Is No Retirement ‘Number’ - ThinkAdvisor - Mon Sep 20 07:00:00 UTC 2021
Robo Advisors An Evolving Field - ETF.com - Fri Oct 01 07:00:00 UTC 2021
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
Ric Edelman: Advisors Missing Crypto Train - ETF.com - Thu Jun 17 07:00:00 UTC 2021
Parents Want Help Teaching Their Kids Good Financial Habits, Edelman Financial Engines Survey Finds - Business Wire - Tue Jan 08 08:00:00 UTC 2019
EP Wealth Advisors® Sets Stage for Accelerated Growth - Business Wire - Thu Aug 12 07:00:00 UTC 2021
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
Edgar S. Cahn, Legal Reformer in Defense of the Poor, Dies at 86 - The New York Times - Fri Jan 28 21:06:00 UTC 2022
InvestmentNews Names Edelman Financial Engines Largest Fee-Only Investment Advisor - Business Wire - Wed Aug 12 07:00:00 UTC 2020
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
Edelman, Financial Engines to Combine Following Sale - Barron's - Mon Apr 30 07:00:00 UTC 2018
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono Programs - ThinkAdvisor - Mon Dec 13 08:00:00 UTC 2021
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
Hellman & Friedman Acquires Financial Engines For $3.02 Billion - WealthManagement.com - Mon Apr 30 07:00:00 UTC 2018
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Products, Programs & Services - ThinkAdvisor - Wed Oct 27 07:00:00 UTC 2021
Edelman Makes Senior Middle East Financial Hires - PRovoke Media - Fri May 28 07:00:00 UTC 2021
The One Big Question Ric Edelman Is Hearing Now - ThinkAdvisor - Fri Jul 24 07:00:00 UTC 2020
Ric Edelman Renames RIA Digital Assets Council - ThinkAdvisor - Mon Jul 19 07:00:00 UTC 2021
Ric Edelman - Investopedia - Wed Apr 10 06:10:30 UTC 2019
Moody’s: New Vanguard Robo Threatens Edelman Financial Engines - ThinkAdvisor - Tue Sep 24 07:00:00 UTC 2019
Hellman & Friedman Completes Acquisition of Financial Engines - Business Wire - Thu Jul 19 07:00:00 UTC 2018
U.S. is facing a 'real retirement crisis,' top investor says — his plan for doubling savings and reducing income inequality - CNBC - Tue Jun 22 07:00:00 UTC 2021
Ric Edelman: Lessons From a Walking Brand - Barron's - Thu Mar 05 08:00:00 UTC 2020
Citizens taps ex-Edelman CEO Parker to run wealth biz - Citywire USA - Mon Oct 26 07:00:00 UTC 2020
The unusual origins behind the splashiest, newest political news site - POLITICO - POLITICO - Tue Jan 25 18:51:16 UTC 2022
Ric Edelman expects the SEC will approve a bitcoin ETF - BenefitsPro - Fri Jul 02 07:00:00 UTC 2021
Edelman hires former Mayor of London candidate and ex-MEP in new investment content role - PR Week - Tue Sep 07 07:00:00 UTC 2021
Edelman Financial Services expands headquarters - Virginia Business Magazine - Wed Oct 11 07:00:00 UTC 2017
Edelman, Other Players on Cusp of Crypto-Related Offerings - ThinkAdvisor - Thu Mar 18 07:00:00 UTC 2021

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