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  3. Edelman Financial Services

investmentProvider.investmentProvider.displayName 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

Company Information

Website
http://www.edelmanfinancial.com
Phone
(855) 215-7171

Related News

  • 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
  • Edelman Financial Engines Announces Launch of Workplace Innovation Division - Business Wire - Thu Nov 14 08:00:00 UTC 2019
  • Private equity investors are zeroing in on financial advice business - CNBC - Tue Nov 12 08:00:00 UTC 2019
  • Rowan University receives $10 million gift to pay for scholarships, career development - The Philadelphia Inquirer - Thu Nov 14 08:00:00 UTC 2019
  • Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
  • Edelman Financial Engines is bringing financial planners to small 401(k) plans - InvestmentNews - Fri Sep 20 07:00:00 UTC 2019
  • Julie Jason's 'Your Money': More common 401(k) mistakes — and their consequences - The Union Leader - Sun Dec 08 00:00:00 UTC 2019
  • Why millennials favor crypto for financial services: Study - Yahoo Finance - Tue Nov 12 08:00:00 UTC 2019
  • Financial advisors need to put cybersecurity plans to the test - CNBC - Wed Nov 20 08:00:00 UTC 2019
  • Ric and Jean Edelman announce the largest endowment in the history of the College of Communication & Creative Arts - The Whit Online - Wed Nov 20 08:00:00 UTC 2019
  • Edelman Sells off Broker-Dealer to RetireOne - Financial Advisor IQ - Fri Nov 15 08:00:00 UTC 2019
  • RetireOne insurance platform buys EF Legacy Securities - InvestmentNews - Thu Nov 14 08:00:00 UTC 2019
  • Schwab Reported In Talks To Buy TD Ameritrade - Financial Advisor Magazine - Thu Nov 21 08:00:00 UTC 2019
  • RetireOne Acquires EF Legacy Securities - Yahoo Finance - Wed Nov 13 08:00:00 UTC 2019
  • Ric Edelman Financial Engines dropped commission based fees - Financial Planning - Wed Apr 03 07:00:00 UTC 2019
  • An Overwhelming Majority of Investors Expect Companies to Implement Effective Environmental, Social-Impact and Governance (ESG) Practices, According to New Research from Edelman of 600 Institutional Investors in Six Countries - PRNewswire - Wed Dec 04 16:45:00 UTC 2019
  • Retirement Planning: More common 401(k) mistakes -- and their consequences - Arizona Daily Star - Fri Nov 15 08:00:00 UTC 2019
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  • Edelman: Advisors Blind To Digital Assets - ETF.com - Fri Sep 27 07:00:00 UTC 2019
  • 10 reactions to SEC's Regulation Best Interest - BenefitsPro - Mon Nov 25 08:00:00 UTC 2019
  • Edelman Bolsters Leadership Of New UK Corporate Affairs Practice - The Holmes Report - Wed Nov 27 08:00:00 UTC 2019
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  • 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 Launches New Service for 401(k) Plan Participants - ThinkAdvisor - Tue Jun 25 07:00:00 UTC 2019
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  • POLITICO Playbook: What new polling tells us about impeachment - POLITICO - Fri Dec 06 10:58:00 UTC 2019
  • Edelman Financial Services - Talk Radio 1210 WPHT - Mon May 14 22:22:21 UTC 2018
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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
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  • Edelman Financial Services Names Letha Steffey as Chief Marketing Officer - PR Newswire - Thu Mar 29 07:00:00 UTC 2018
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  • The No. 1 advisor on the state of investing advice: 'There is an amazing amount of silly beliefs' - CNBC - Fri Aug 02 07:00:00 UTC 2019
  • Ways to Combat Leakage - Planadviser.com - Fri Nov 08 08:00:00 UTC 2019
  • "Barron's" Ranks Edelman Financial Services Among Nation's Top 3 Independent Advisory Firms - PR Newswire - Tue Sep 13 07:00:00 UTC 2016
  • Fiduciary leader Phyllis Borzi joins Edelman Financial Engines board - InvestmentNews - Tue Nov 13 08:00:00 UTC 2018
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  • Creative Planning's Peter Mallouk acquires the Johnston Group - Financial Planning - Fri Mar 01 08:00:00 UTC 2019
  • Edelman launches initiative to get DC to focus on retirement security - InvestmentNews - Thu Feb 01 08:00:00 UTC 2018
  • 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
  • Parents Want Help Teaching Their Kids Good Financial Habits, Edelman Financial Engines Survey Finds - Business Wire - Tue Jan 08 08:00:00 UTC 2019
  • Human Capital: Ric Edelman on Social Security Crisis, SEC's Crypto Fail - ThinkAdvisor - Wed Oct 16 07:00:00 UTC 2019
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  • Ric Edelman on technology disruption - Financial Planning - Tue Oct 30 07:00:00 UTC 2018
  • Hybrid robo looking to offer financial wellness to retirement plan sponsors - InvestmentNews - Wed Aug 28 07:00:00 UTC 2019

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