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

How the nation's largest RIA is handling the coronavirus crisis - Citywire USA - Wed Mar 18 07:00:00 UTC 2020
Ric Edelman Calls on Congress to Waive Distribution Requirement for Retirement Accounts - Yahoo Finance - Tue Mar 24 07:00:00 UTC 2020
Ric Edelman Calls on Congress to Permit Temporary Start of Social Security Retirement Benefits - Business Wire - Wed Mar 25 15:56:00 UTC 2020
Ric Edelman Calls on House of Representatives to Waive IRS Early-Withdrawal Penalty and Permit Loans for IRA Accounts - Business Wire - Thu Mar 26 15:44:00 UTC 2020
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401(k) service providers adding call center staff to help ease participant fears - BenefitsPro - Wed Mar 18 07:00:00 UTC 2020
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Mon Jul 22 18:32:25 UTC 2019
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Which bills to pay during the coronavirus pandemic - CNBC - Wed Apr 01 13:16:57 UTC 2020
Artificial Intelligence Helps Advisors Serve Their Clients Better - Investor's Business Daily - Fri Mar 06 19:20:02 UTC 2020
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 18:09:14 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
Banks now need a firm sense of their purpose beyond creating shareholder value - Finextra - Fri Apr 03 16:32:14 UTC 2020
Just briefly: People moves and account wins - PRWeek - Fri Apr 03 20:32:50 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
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Edelman Financial Engines faces a credit negative outlook after Vanguard robo-adviser launch - Pensions & Investments - Tue Sep 24 07:00:00 UTC 2019
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HAMPTON BAY CAPITAL INC. FILES FILING STATEMENT AND PROVIDES FURTHER DETAILS ON ITS PROPOSED QUALIFYING TRANSACTION WITH LENDIFIED HOLDINGS INC. - GlobeNewswire - Fri Apr 03 02:07:35 UTC 2020
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Edelman TV ads with humorous touch make their debut - Citywire USA - Tue Feb 04 08:00:00 UTC 2020
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Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
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'Financial QB' sues Edelman over alleged trademark infringement - Citywire USA - Fri Jul 19 07:00:00 UTC 2019
Edelman Financial Engines losing COO John Bunch - InvestmentNews - Thu Jul 11 07:00:00 UTC 2019
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A View From Where We Stand - Nasdaq - Fri Apr 03 15:55:00 UTC 2020
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Ric Edelman dishes on subscription fees, robos - Citywire USA - Wed Apr 10 07:00:00 UTC 2019
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Financial Engines and Alight Solutions Team to Offer Planning Advice - The 401(k) Specialist - Wed Jan 29 08:00:00 UTC 2020
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Financial Engines More Than Doubles Its Plan Sponsor Clients in 2018 - Business Wire - Wed Apr 24 07:00:00 UTC 2019
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Controlling Stake in Edelman Financial Sold - Wall Street Journal - Mon Oct 12 07:00:00 UTC 2015
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months - RIABiz - Wed Jul 10 07:00:00 UTC 2019
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Hellman & Friedman Acquires Financial Engines For $3.02 Billion - WealthManagement.com - Mon Apr 30 07:00:00 UTC 2018

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