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

Financial Planning Pioneer Ric Edelman Steps Away from Edelman Financial Engines - Barron's - Mon Jun 07 20:19:00 UTC 2021
Ric Edelman, Edelman Financial Engines co-founder, will step down in 2021 - Financial Planning - Tue Jun 08 23:12:00 UTC 2021
Edelman Financial Engines to Buy $846M RIA in the Northwest - ThinkAdvisor - Wed May 19 07:00:00 UTC 2021
'The bad reputation is well deserved': Ric Edelman's damning verdict on financial services - Citywire USA - Thu Jun 03 17:54:18 UTC 2021
RIA Roundup: Edelman Revs its M&A Engine as 3 Dealmakers Lace into Big Spender CI - AdvisorHub - Fri May 21 07:00:00 UTC 2021
Retirement Industry People Moves - Planadviser.com - Fri May 21 07:00:00 UTC 2021
Edelman Financial Engines Announces Investment From Warburg Pincus LLC - Business Wire - Mon Mar 15 07:00:00 UTC 2021
Ameriprise, Raymond James, Edelman Financial Engines, Dynasty Financial Partners, UBS, Advisor Group, LPL, and other news, deals and career moves that you missed. - Financial Planning - Fri May 21 07:00:00 UTC 2021
How Schwab Advisor Services managed to keep (the better part of) Edelman Financial Engines' $30-billion RIA account after sweating out an RFP - RIABiz - Wed Feb 03 08:00:00 UTC 2021
Warburg Pincus takes stake in Edelman Financial Engines - Citywire USA - Mon Mar 15 07:00:00 UTC 2021
Edelman Financial Engines eyes RIA M&A after Warburg Pincus deal - Citywire USA - Tue Mar 16 07:00:00 UTC 2021
Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Business Wire - Fri Sep 18 07:00:00 UTC 2020
Warburg Pincus Buys Stake in Edelman Financial Engines - ThinkAdvisor - Fri Mar 19 07:00:00 UTC 2021
Edelman Financial Engines CEO criticizes DOL fiduciary proposal - Citywire USA - Fri Aug 28 07:00:00 UTC 2020
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
Edelman Makes Senior Middle East Financial Hires - PRovoke Media - Fri May 28 07:00:00 UTC 2021
Edelman Financial Engines Gets Another Investor: Warburg Pincus - Barron's - Tue Mar 16 07:00:00 UTC 2021
With up to 25% of assets exposed, Schwab, Fidelity and Vanguard add algorithms to spot decreased mental capacity among aging clients, but RIAs are sitting ducks, a new report states - RIABiz - Sat Jun 12 00:36:25 UTC 2021
Private-Equity-Owned Wealth Managers Seek to Sell Minority Stakes - Barron's - Sat May 29 07:00:00 UTC 2021
Columbia University Agrees to Settle Excessive Fee Suit for $13 Million - Planadviser.com - Fri May 21 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
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
Ric Edelman makes appearance on The Dr. Oz Show - Citywire USA - Thu Apr 15 07:00:00 UTC 2021
InvestmentNews Names Edelman Financial Engines Largest Fee-Only Investment Advisor - Business Wire - Wed Aug 12 07:00:00 UTC 2020
Ric Edelman throws his RIA's $30 billion-plus retail asset custody accounts up for grabs with anchor custodians -- TD and E*Trade -- set to be swallowed whole by Schwab and Morgan Stanley - RIABiz - Thu Sep 24 07:00:00 UTC 2020
Half of Americans With Incomes Over $100000 Think They'll Never Be Able to Retire - Business Wire - Mon Dec 07 08:00:00 UTC 2020
Edelman Financial Engines preps multimillion-dollar media move - Citywire USA - Thu Jan 30 08:00:00 UTC 2020
$230bn Edelman rolls out portfolio protection offering - Citywire USA - Mon Feb 08 08:00:00 UTC 2021
Edelman prepares to hire 40 additional advisors | Citywire - Citywire USA - Thu Apr 16 07:00:00 UTC 2020
Help Protect Your Portfolio From a Big Market Downturn - Business Wire - Mon Apr 12 07:00:00 UTC 2021
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
The One Big Question Ric Edelman Is Hearing Now - ThinkAdvisor - Fri Jul 24 07:00:00 UTC 2020
Ric Edelman calls on Congress to aid RIA clients - Citywire USA - Tue Aug 11 07:00:00 UTC 2020
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Ric Edelman Shares the Investment Strategy You Need Now That the Election is Over - Business Wire - Fri Jan 22 08:00:00 UTC 2021
'Goals, not their investments': What Edelman is telling his clients - Citywire USA - Wed Apr 15 07:00:00 UTC 2020
Warburg Pincus picks up stake in H&F-backed Edelman Financial - PitchBook News & Analysis - Tue Mar 16 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
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
Moody’s: New Vanguard Robo Threatens Edelman Financial Engines - ThinkAdvisor - Tue Sep 24 07:00:00 UTC 2019
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 08:00:00 UTC 2020
The Ric Edelman Show - WBT - Mon Jan 11 18:20:33 UTC 2021
Edelman TV ads with humorous touch make their debut - Citywire USA - Tue Feb 04 08:00:00 UTC 2020
Edelman Financial Services expands headquarters - Virginia Business Magazine - Wed Oct 11 07:00:00 UTC 2017
Edelman Financial Services Announces Move to Envestnet Wealth Management Platform - PR Newswire - Tue Jan 30 08:00:00 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
This Week in RIA M&A: CI Buys Brightworth, Edelman Returns to PE Well - AdvisorHub - Fri Mar 19 07:00:00 UTC 2021
“2020 Financial Insights” Study: Most Believe the 2020 COVID-19 Economy is Worse than the 2008 Great Recession - Business Wire - Tue Oct 20 07:00:00 UTC 2020
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
Hellman & Friedman Completes Acquisition of Financial Engines - Business Wire - Thu Jul 19 07:00:00 UTC 2018
Ric Edelman's Edelman Financial or Financial Engines? - Financial Planning - Fri Sep 21 07:00:00 UTC 2018
Here’s Why Edelman-Financial Engines Deal Makes Sense - Barron's - Tue May 01 07:00:00 UTC 2018
Ric Edelman Financial Engines dropped commission based fees - Financial Planning - Wed Apr 03 07:00:00 UTC 2019
A plan to eliminate poverty for all retirees USA - English USA - español - PRNewswire - Mon Feb 01 08:00:00 UTC 2021
Edelman Financial Engines Recognized as Country's Top Fee-Only Investment Advisory Firm - Business Wire - Wed Jun 26 07:00:00 UTC 2019
Edelman, Financial Engines to Combine Following Sale - Barron's - Mon Apr 30 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
Edelman, Other Players on Cusp of Crypto-Related Offerings - ThinkAdvisor - Thu Mar 18 07:00:00 UTC 2021
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
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19 - Business Wire - Mon Jun 08 07:00:00 UTC 2020
Half of U.S. Workers Took Financially Harmful Actions During the Pandemic - Business Wire - Wed Oct 14 07:00:00 UTC 2020
Edelman Financial Engines names new retail biz head - Citywire USA - Fri Jan 24 08:00:00 UTC 2020
Edelman Financial Engines Promotes Kelly O'Donnell to Lead Workplace Business - Business Wire - Thu Nov 07 08:00:00 UTC 2019
$3B deal of Edelman, Financial Engines puts other RIAs in the hot seat - Financial Planning - Mon Apr 30 07:00:00 UTC 2018
Ric Edelman Proposes Retirement Savings Fix For Future Generations - Financial Advisor Magazine - Tue Feb 16 08:00:00 UTC 2021
Edelman Financial Engines Announces Launch of Workplace Innovation Division - Business Wire - Thu Nov 14 08:00:00 UTC 2019
Edelman Financial Engines Promotes Jason Van de Loo to Lead Retail Business - Business Wire - Thu Jan 23 08:00:00 UTC 2020
Fidelity, Edelman and MarketCounsel come out against proposed DOL fiduciary rule exemption - Citywire USA - Fri Aug 21 07:00:00 UTC 2020
Ric Edelman: 'We Have Solved' Crypto Custody Problem - ThinkAdvisor - Mon Dec 14 08:00:00 UTC 2020
Why advisors must move investment strategies into the 21st century - Wealth Professional - Thu May 06 07:00:00 UTC 2021
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
Why Empower Retirement paid a 'premium' for Personal Capital - Citywire USA - Wed Jul 01 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
New Edelman Financial Engines 401(k) chief: The future is 'personalization' - BenefitsPro - Wed Nov 13 08:00:00 UTC 2019
Edelman Financial Services to be acquired by Hellman & Friedman - InvestmentNews - Sat Jan 25 08:20:22 UTC 2020
Employees want a forced savings account from employers: Edelman Financial Engines - Yahoo Money - Tue Feb 23 20:16:49 UTC 2021
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
RetireOne Acquires Edelman Financial's Broker-Dealer Unit - ThinkAdvisor - Wed Nov 13 08:00:00 UTC 2019
Digital Assets Set To Soar In '21, Council Says - Financial Advisor Magazine - Mon Jan 04 08:00:00 UTC 2021
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
Ric Edelman: Lessons From a Walking Brand - Barron's - Thu Mar 05 08:00:00 UTC 2020
Edelman rolls out national TV ad campaign after test boosts lead flows - Citywire USA - Thu Jun 11 07:00:00 UTC 2020
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 lays first building block in bid to disrupt trillions in flows to IRAs - BenefitsPro - Fri Jul 12 07:00:00 UTC 2019
Why Edelman and Financial Engines Joined Forces - Barron's - Fri Feb 01 08:00:00 UTC 2019
Financial services least trusted industry: Edelman - Financial Standard - Tue Feb 23 08:00:00 UTC 2021
Ric Edelman's Year-End Tax Strategies - Financial Advisor Magazine - Mon Sep 21 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
Episode 22: Ric Edelman on Private Equity in 401ks—Exciting But Complicated - The 401(k) Specialist - Mon Mar 22 07:00:00 UTC 2021
Can Ric Edelman Help Plan Your Retirement? - Motley Fool - Sun Sep 27 07:00:00 UTC 2015
Risk Advisory Service Market Size 2021-2027 | Top Manufacturers – RSM International Association, Daniel J. Edelman Holdings Inc, Financial Risk Mitigation Inc, RAS, Deloitte, The Risk Advisory Group, Risk Advisory Services, BDO Gl – NeighborWebSJ - NeighborWebSJ - Wed Jun 09 23:50:03 UTC 2021
The Truth About Ric Edelman – Financial Advisor - Financial Advisor Magazine - Sun Apr 01 07:00:00 UTC 2012
COVID-19, Women & Money: A Conversation With Jean Chatzky & Ric Edelman Part 1 - Forbes - Sat Apr 24 07:00:00 UTC 2021
Ric Edelman Calls on Congress to Permit Temporary Start of Social Security Retirement Benefits - Business Wire - Wed Mar 25 07:00:00 UTC 2020
Financial Engines Launches New Service for 401(k) Plan Participants - ThinkAdvisor - Tue Jun 25 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
Acclaimed Financial Advisor Ric Edelman Answers the 10 Investing Questions That Matter Today - Business Wire - Mon Jul 27 07:00:00 UTC 2020
After 3 decades, Edelman goes fee-only - Financial Planning - Fri Dec 07 08:00:00 UTC 2018

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