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

Employees want a forced savings account from employers: Edelman Financial Engines - Yahoo Money - Tue Feb 23 20:16:49 UTC 2021
Ric Edelman details his plan to eliminate retirement income inequity - Yahoo Money - Fri Mar 05 21:48:59 UTC 2021
Majority of Working Americans are Optimistic About Their Financial Future, Even While Lacking Savings - Valdosta Daily Times - Tue Feb 23 08:00:00 UTC 2021
Events: IPR, Edelman Explore How COVID, Economic Collapse, Racism Have Upended Society - O'Dwyer's PR News - Fri Mar 05 20:01:45 UTC 2021
Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Yahoo Finance - Fri Sep 18 07:00:00 UTC 2020
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
Edelman Financial Engines CEO criticizes DOL fiduciary proposal - Citywire USA - Fri Aug 28 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
Ric Edelman: A Scaled-Up Gadfly - Barron's - Fri Jan 17 08:00:00 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
The One Big Question Ric Edelman Is Hearing Now - ThinkAdvisor - Fri Jul 24 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
Citizens taps ex-Edelman CEO Parker to run wealth biz - Citywire USA - Mon Oct 26 07:00:00 UTC 2020
Edelman prepares to hire 40 additional advisors | Citywire - Citywire USA - Thu Apr 16 07:00:00 UTC 2020
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
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 - Wed Sep 23 07:00:00 UTC 2020
After growing to near $100 billion in custody, Apex Clearing strikes 'IPO' deal to raise 'up to' $1 billion to disrupt existing RIA custody - RIABiz - Tue Feb 23 08:00:00 UTC 2021
What Citizens' new wealth head learned from Ric Edelman - Citywire USA - Tue Nov 24 08:00:00 UTC 2020
Edelman Financial Engines preps multimillion-dollar media move - Citywire USA - Thu Jan 30 08:00:00 UTC 2020
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
Ric Edelman Financial Engines dropped commission based fees - Financial Planning - Wed Apr 03 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
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19 - Business Wire - Mon Jun 08 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
Ric Edelman's Edelman Financial or Financial Engines? - Financial Planning - Fri Sep 21 07:00:00 UTC 2018
Moody’s: New Vanguard Robo Threatens Edelman Financial Engines - ThinkAdvisor - Tue Sep 24 07:00:00 UTC 2019
Independence Realty Trust to Present at Citi's 2021 Virtual Global Property CEO Conference - Odessa American - Fri Mar 05 14:10:00 UTC 2021
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
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
Ric Edelman: 'We Have Solved' Crypto Custody Problem - ThinkAdvisor - Mon Dec 14 08:00:00 UTC 2020
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Edelman Financial Has a New Name - Barron's - Tue Nov 06 08:00:00 UTC 2018
The Ric Edelman Show - Talk Radio 1210 WPHT - Sat Jan 16 05:05:25 UTC 2021
Edelman TV ads with humorous touch make their debut - Citywire USA - Tue Feb 04 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 Engines to Combine Following Sale - Barron's - Mon Apr 30 07:00:00 UTC 2018
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
$3B deal of Edelman, Financial Engines puts other RIAs in the hot seat - Financial Planning - Mon Apr 30 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: Lessons From a Walking Brand - Barron's - Thu Mar 05 08:00:00 UTC 2020
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
GRUBBRR Expands with New CFO and VP of Operations Craig Edelman - PR Web - Fri Feb 12 08:00:00 UTC 2021
Ric Edelman's Year-End Tax Strategies - Financial Advisor Magazine - Mon Sep 21 07:00:00 UTC 2020
Edelman plus Financial Engines, Edelman Financial Engines - Financial Planning - Thu Nov 08 08:00:00 UTC 2018
How the nation's largest RIA is handling the coronavirus crisis - Citywire USA - Wed Mar 18 07:00:00 UTC 2020
Global Risk Advisory Service Market : RSM International Association, Daniel J. Edelman Holdings Inc, Financial Risk Mitigation Inc, RAS, Deloitte etc. - NeighborWebSJ - Sun Feb 28 11:27:23 UTC 2021
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
New Edelman Financial Engines 401(k) chief: The future is 'personalization' - BenefitsPro - Wed Nov 13 08:00:00 UTC 2019
Edelman UK revenue falls 6.4 per cent in 2020, but rebounds in 2021 - PR Week - Mon Mar 01 11:44:55 UTC 2021
Edelman Financial Engines to hire financial advisors in 2019 - Financial Planning - Thu Dec 06 08:00:00 UTC 2018
Ric Edelman Warns of Long-Term Pandemic Impact - ThinkAdvisor - Wed Jun 10 07:00:00 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
After 3 decades, Edelman goes fee-only - Financial Planning - Fri Dec 07 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
Adieu to the Edelman Financial Brand? - Barron's - Mon Sep 24 07:00:00 UTC 2018
Ric Edelman's Crypto Council Buys Events Group, Names Inside ETFs Co-Founder President - ThinkAdvisor - Tue Oct 13 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
Why Edelman and Financial Engines Joined Forces - Barron's - Fri Feb 01 08:00:00 UTC 2019
“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
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
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
Half of Americans with incomes over $100,000 think they'll never be able to retire - Business Daily News - McKnight's Senior Living - Tue Dec 08 08:00:00 UTC 2020
Ric Edelman Joins America Saves Virtual Town Hall to Discuss Saving for Major Life Milestones - Business Wire - Wed Nov 18 08:00:00 UTC 2020
From the UK editor: 'bullish' Edelman sees opportunity in crisis - PR Week - Wed Mar 03 11:51:55 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
RetireOne Acquires Edelman Financial's Broker-Dealer Unit - ThinkAdvisor - Wed Nov 13 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
Partners: New Microsoft 'Industry Clouds' Offer 'Competitive Advantage' - CRN - Wed Feb 24 08:00:00 UTC 2021
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
Legendary Financial Advisor: ‘Upside Potential Remains Very Very Big for Bitcoin’ - CryptoGlobe - Sun Dec 20 08:00:00 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 Services Names Letha Steffey as Chief Marketing Officer - PR Newswire - Thu Mar 29 07:00:00 UTC 2018
Edelman Financial Services Ranked A Top Registered Investment Advisor - PR Newswire - Wed Jul 13 07:00:00 UTC 2016
Edelman Financial Engines Promotes Jason Van de Loo to Lead Retail Business - Business Wire - Thu Jan 23 08:00:00 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
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
Capitolis Hires Industry Veteran James Kibbe as Head of Structured Funding Origination - Valdosta Daily Times - Tue Mar 02 13:00:58 UTC 2021
A plan to eliminate poverty for all retirees USA - English USA - español - PRNewswire - Mon Feb 01 08:00:00 UTC 2021
Why Empower Retirement paid a 'premium' for Personal Capital - Citywire USA - Wed Jul 01 07:00:00 UTC 2020
Edelman Financial Engines Announces Launch of Workplace Innovation Division - Business Wire - Thu Nov 14 08:00:00 UTC 2019
Financial Engines Launches New Service for 401(k) Plan Participants - ThinkAdvisor - Tue Jun 25 07:00:00 UTC 2019
SEC Commissioner Hester Peirce Headlines All-Star Lineup at RIA Conference on Digital Assets - Securities.io - Mon Mar 01 16:32:38 UTC 2021
Edelman Financial Engines Promotes Kelly O'Donnell to Lead Workplace Business - Business Wire - Thu Nov 07 08:00:00 UTC 2019
Edelman Financial Services expands headquarters - Virginia Business Magazine - Wed Oct 11 07:00:00 UTC 2017
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
Ric Edelman: Advisors Shouldn't Ignore Bitcoin, Blockchain - ThinkAdvisor - Mon Feb 24 08:00:00 UTC 2020
DASH Financial Technologies Announces Agreement to be Acquired by ION Investment Group - Law.com - Wed Feb 17 08:00:00 UTC 2021
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
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger - The 401(k) Specialist - Mon Apr 30 07:00:00 UTC 2018
Many Pay High Investment Company Fees for Services They Don't Use, Survey Shows - ConsumerReports.org - Fri Oct 12 07:00:00 UTC 2018
Let Purpose and Values Shape Your Customer Experience - CMSWire - Fri Mar 05 15:56:15 UTC 2021
Edelman Financial Engines faces a credit negative outlook after Vanguard robo-adviser launch - Pensions & Investments - Tue Sep 24 07:00:00 UTC 2019
Forbes Ranks Ric Edelman Among Top 10 Wealth Advisors in the Nation - PR Newswire - Tue Aug 09 07:00:00 UTC 2016
Can Ric Edelman Help Plan Your Retirement? - Motley Fool - Sun Sep 27 07:00:00 UTC 2015
Hemisphere Media Group, Inc. (HMTV) CEO Alan Sokol on Q4 2020 Results - Earnings Call Transcript - Seeking Alpha - Tue Mar 02 18:05:00 UTC 2021
Edelman Financial Engines appoints workplace business leader - Pensions & Investments - Fri Nov 08 08:00:00 UTC 2019
PRWeek UK Power Book 2021: Top 10 banking and corporate services comms (in-house) - PR Week - Mon Mar 08 06:46:24 UTC 2021
Verisk Streamlines Digital Payments for Insurers, Contractors, Lenders, Vendors and Consumers with VeriskPay - StreetInsider.com - Wed Mar 03 15:01:51 UTC 2021
Edelman Financial Engines Joins TCA by E-Trade Platform - Financial Advisor Magazine - Mon Nov 12 08:00:00 UTC 2018
Digital Assets Set To Soar In '21, Council Says - Financial Advisor Magazine - Mon Jan 04 08:00:00 UTC 2021

Reviews & Ratings

User Impressions
User Ratings: not enough ratings
My Rating

Expert Ratings: None

Get Started