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

This former financial advisor pivoted to teach advisors about crypto: 'A lot of folks are convinced it's a fad or it's a fraud' - CNBC - Wed Jun 29 19:54:41 UTC 2022
Edelman Financial Engines Sues Former Advisor for Poaching Clients - ThinkAdvisor - Thu Jun 09 07:00:00 UTC 2022
Edelman Financial Engines Launches New 401(k) Plan Retirement Income Solution - Business Wire - Thu Jun 16 07:00:00 UTC 2022
Ric Edelman: Bitcoin is a Network, Not a Product - Financial Advisor IQ - Tue Jun 28 07:00:00 UTC 2022
Edelman adds financial planning for retirement plan participants - Citywire USA - Fri Jun 17 07:00:00 UTC 2022
Ric Edelman: Advisors Can Hate Crypto but Can’t Ignore It - ThinkAdvisor - Fri Jun 03 07:00:00 UTC 2022
BofA Makes Strategic Investment in iCapital: Tech Roundup - ThinkAdvisor - Thu Jun 23 07:00:00 UTC 2022
Flourish Crypto Partners with Ric Edelman's DACFP to Offer Crypto Education Course for Advisors - The Bakersfield Californian - Thu Jun 30 13:03:12 UTC 2022
print issue - Financial Advisor IQ - Fri Jul 01 12:26:01 UTC 2022
Suzanne van Staveren Is New Edelman Financial Engines CFO - Financial Advisor Magazine - Tue Apr 26 07:00:00 UTC 2022
HerMoney Podcast Episode 324: Get What You Want - HerMoney - Wed Jun 22 11:51:53 UTC 2022
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
After Fisher Investments leapt from $65 billion to $200 billion of AUM with him as a lead brand manager, Jim Mocci jumps ship to $15 billion RIA with a playbook to reach $50 billion - RIABiz - Mon Jun 20 07:00:00 UTC 2022
Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Business Wire - Thu Sep 23 07:00:00 UTC 2021
Why Ric Edelman is stepping away from Edelman Financial Engines - Citywire USA - Tue Jun 08 07:00:00 UTC 2021
'The bad reputation is well deserved': Ric Edelman's damning verdict on financial services - Citywire USA - Thu Jun 03 07:00:00 UTC 2021
Global Risk Advisory Service Market (2022-2028), Industry Growth Rate and GAGR Values| Top Leading Players: RSM International Association, Daniel J. Edelman Holdings Inc, Financial Risk Mitigation Inc, RAS, Deloitte, and Others – Designer Women - Designer Women - Wed Jun 29 07:00:39 UTC 2022
What's on the agenda for INVEST 2022 - Financial Planning - Fri Jun 03 07:00:00 UTC 2022
Advisor Innovations: Ric Edelman Looks to the Future - Wealth Management - Tue Nov 30 08:00:00 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
Ric Edelman: How He Lured $270 Billion In Assets - Investor's Business Daily - Thu Jul 15 07:00:00 UTC 2021
Why Ric Edelman wrote a book about crypto investing - Citywire USA - Thu Mar 03 08:00:00 UTC 2022
Ric Edelman: On Crypto, Retirement Planning, the Advice Business, and More - Morningstar - Tue May 17 07:00:00 UTC 2022
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
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Ric Edelman to step back from Edelman Financial Engines - Citywire USA - Mon Jun 07 07:00:00 UTC 2021
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Ric Edelman Reveals His 22 Predictions for 2022 - Business Wire - Tue Dec 28 08:00:00 UTC 2021
Edelman Financial Engines Acquires Viridian Advisors - Business Wire - Wed May 19 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
Edelman Financial Engines Announces Investment From Warburg Pincus LLC - Business Wire - Mon Mar 15 07:00:00 UTC 2021
Bitcoin, Ethereum Have Long-Term Value: Crypto Platform Exec - ThinkAdvisor - Tue Jun 07 07:00:00 UTC 2022
Lex Suvanto named CEO of Edelman financial communications - PR Week - Tue Nov 02 07:00:00 UTC 2021
What Biden's Crypto Order Means for Advisors - ThinkAdvisor - Fri Apr 22 07:00:00 UTC 2022
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
Warburg Pincus Re-Invests in Edelman Financial Engines - Wealth Management - Tue Mar 16 07:00:00 UTC 2021
Advisor Ric Edelman Steps Back From Edelman Financial Engines - Wealth Management - Tue Jun 08 07:00:00 UTC 2021
Edelman Financial Engines Launches Financial Wellness Program for Corporate Retirement Plan Participants in Partnership with the George Washington University's Global Financial Literacy Excellence Center - Business Wire - Tue Apr 19 07:00:00 UTC 2022
HerMoney Podcast Bonus Mailbag #36: Retirement 101 - HerMoney - Fri Apr 08 07:00:00 UTC 2022
Is Edelman Financial Engines A Fee-Only Fiduciary? - Forbes - Sun Jul 21 07:00:00 UTC 2019
EP Wealth names ex-Edelman CEO Ryan Parker as growth exec - Citywire USA - Thu Aug 12 07:00:00 UTC 2021
PE shop Lee takes 40% stake in $3.3bn Pure Financial Advisors - Citywire USA - Mon Aug 30 07:00:00 UTC 2021
Ric Edelman, Edelman Financial Engines co-founder, will step down in 2021 - Financial Planning - Tue Jun 08 07:00:00 UTC 2021
Robo Advisors An Evolving Field - ETF.com - Fri Oct 01 07:00:00 UTC 2021
Ric Edelman-backed crypto SMA company raises $20m from VCs - Citywire USA - Wed Jan 26 08:00:00 UTC 2022
DeVoe hires ex-Edelman president Ed Moore - Citywire USA - Thu Sep 09 07:00:00 UTC 2021
Airwallex Intros Global Payment Services in New Zealand - PYMNTS.com - Wed Jun 29 13:11:47 UTC 2022
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Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
Ric Edelman Creates 'Yellow Pages' for Bitcoin, Other Digital Assets - Barron's - Wed Nov 24 08:00:00 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
The Truth About Ric Edelman - Financial Advisor Magazine - Sun Apr 01 07:00:00 UTC 2012
Financial firms are still falling short at serving communities of color - Fortune - Fri Jan 21 08:00:00 UTC 2022
The crypto 401(k) may have to wait - Protocol - Mon Jun 13 07:00:00 UTC 2022
Edelman Financial Engines preps multimillion-dollar media move - Citywire USA - Thu Jan 30 08:00:00 UTC 2020
Warburg Pincus takes stake in Edelman Financial Engines - Citywire USA - Mon Mar 15 07:00:00 UTC 2021
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Ric Edelman: This Asset Class Is 'the Best Investment Opportunity' Since the Internet - ThinkAdvisor - Mon Nov 22 08:00:00 UTC 2021
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
'The key is to buy-and-hold' crypto in your 401(k), this financial adviser says - MarketWatch - Wed May 11 07:00:00 UTC 2022
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Edelman Smithfield announces leadership shake-up - PR Week - Mon Jan 17 08:00:00 UTC 2022
Ric Edelman's New Podcast, Videocast & Radio Show Launches New Year's Weekend - Business Wire - Fri Dec 31 08:00:00 UTC 2021
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Edelman Financial Engines launches adviser/robo retirement solution - InvestmentNews - Fri Jun 17 07:00:00 UTC 2022
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Crypto markets are like the internet 30 years ago, still in very early innings, Ric Edelman says - CNBC - Thu Jan 13 08:00:00 UTC 2022
William Sharpe: There Is No Retirement ‘Number’ - ThinkAdvisor - Mon Sep 20 07:00:00 UTC 2021
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Congestion pricing on ice, again- POLITICO - POLITICO - Thu Jun 09 07:00:00 UTC 2022
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Crypto certificates and advisor skepticism with Ric Edelman - Financial Planning - Wed Apr 20 07:00:00 UTC 2022
Financial Engines Acquired by Edelman Financial In 401k Mega-Merger - The 401(k) Specialist - Mon Apr 30 07:00:00 UTC 2018
Bed Bath & Beyond Inc. Announces Executive Leadership Changes - PR Newswire - Wed Jun 29 11:28:00 UTC 2022
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Mergers and Moves: RBC, LPL, Raymond James gain advisors; plus, J.P. Morgan, Edelman, Avantax hire execs - Financial Planning - Sun May 01 07:00:00 UTC 2022
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Adviser Investments Names Mario Ramos as Chief Executive Officer - Summit Partners - Tue May 24 07:00:00 UTC 2022
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