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 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
More common 401(k) mistakes — and their consequences | Julie Jason - Index-Journal - Fri Nov 22 08:00:00 UTC 2019
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 faces a credit negative outlook after Vanguard robo-adviser launch - Pensions & Investments - Tue Sep 24 07:00:00 UTC 2019
ESG Investing Momentum Building, Even If Formal Commitment Lags - The 401(k) Specialist - Thu Dec 05 22:22:31 UTC 2019
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
Edelman Financial Engines losing COO John Bunch - InvestmentNews - Thu Jul 11 07:00:00 UTC 2019
Leading Companies in North America Partner with Coursera to Execute on Digital Transformation - Yahoo Finance - Tue Dec 10 14:00:00 UTC 2019
One year after mega-merger, Ric Edelman looks ahead - Citywire USA - Mon Aug 05 07:00:00 UTC 2019
Julie Jason: More common 401(k) mistakes, and their consequences - The Mercury News - Mon Nov 18 08:00:00 UTC 2019
New Canadian Investor Survey Takes Aim at Shareholder Primacy - Yahoo Finance - Wed Dec 04 13:40:00 UTC 2019
Advisors are wasting hours on outdated tech: Q&A with In|Vest speaker Hamesh Chawla of Edelman Financial Engines - Financial Planning - Wed Jul 17 19:16:45 UTC 2019
Edelman Financial ordered to pay $160k after losing Finra arbitration - Citywire USA - Thu Mar 21 07:00:00 UTC 2019
Moody’s: New Vanguard Robo Threatens Edelman Financial Engines - ThinkAdvisor - Tue Sep 24 07:00:00 UTC 2019
Edelman Financial Services and Financial Engines Become Edelman Financial Engines - Business Wire - Tue Nov 06 08:00:00 UTC 2018
Ric Edelman's Edelman Financial or Financial Engines? - Financial Planning - Fri Sep 21 07:00:00 UTC 2018
PRWeek US Awards 2020 Shortlist Revealed - PRWeek - Wed Dec 11 16:53:28 UTC 2019
Edelman Financial Engines to hire financial advisors in 2019 - Financial Planning - Thu Dec 06 08:00:00 UTC 2018
Mega-RIA Edelman Financial Engines Pursues Departing Advisors - AdvisorHub - Thu Apr 11 07:00:00 UTC 2019
Edelman Financial Engines Cuts Fees - ThinkAdvisor - Thu Dec 06 08:00:00 UTC 2018
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Why Edelman and Financial Engines Joined Forces - Barron's - Fri Feb 01 08:00:00 UTC 2019
Key to Edelman-Financial Engines deal? Scale the planner, one more time - Financial Planning - Fri Dec 07 08:00:00 UTC 2018
'Financial QB' sues Edelman over alleged trademark infringement - Citywire USA - Fri Jul 19 07:00:00 UTC 2019
Edelman Financial Has a New Name - Barron's - Tue Nov 06 08:00:00 UTC 2018
WE Communications hires practice leads in Singapore - PRWeek - Wed Dec 11 09:25:22 UTC 2019
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Risk Advisory Service Market Global Analysis and 2019-2024 Forecast Research Report - New York Tribunal - Wed Dec 11 08:30:30 UTC 2019
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
Edelman plus Financial Engines, Edelman Financial Engines - Financial Planning - Thu Nov 08 08:00:00 UTC 2018
Edelman Financial Engines Promotes Kelly O'Donnell to Lead Workplace Business - Business Wire - Thu Nov 07 08:00:00 UTC 2019
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
Edelman Financial Services Announces Move to Envestnet Wealth Management Platform - PR Newswire - Tue Jan 30 08:00:00 UTC 2018
Are 401(k) advice fees headed to zero? - InvestmentNews - Thu Sep 19 07:00:00 UTC 2019
Here’s Why Edelman-Financial Engines Deal Makes Sense - Barron's - Tue May 01 07:00:00 UTC 2018
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Edelman Financial Services - Talk Radio 1210 WPHT - Mon May 14 22:22:21 UTC 2018
Edelman CEO: 25% of financial services jobs will be eliminated by automation - Yahoo Finance - Thu Oct 10 07:00:00 UTC 2019
Edelman, Financial Engines to Combine Following Sale - Barron's - Mon Apr 30 07:00:00 UTC 2018
Financial Engines, Edelman Complete Merger - ThinkAdvisor - Mon Jul 23 07:00:00 UTC 2018
School integration protesters prod the city — Newark sues NYC over homeless program — Public finance commission fallout - Politico - Tue Dec 03 12:22:00 UTC 2019
Financial Engines to be purchased for $3.02 billion, combined with Edelman - InvestmentNews - Mon Apr 30 07:00:00 UTC 2018
Edelman Financial Engines appoints workplace business leader - Pensions & Investments - Fri Nov 08 08:00:00 UTC 2019
Adieu to the Edelman Financial Brand? - Barron's - Mon Sep 24 07:00:00 UTC 2018
Weighing the Promise and Perils of Skilled Nursing Ventilator Care Under PDPM - Skilled Nursing News - Thu Dec 05 16:33:00 UTC 2019
Financial Engines More Than Doubles Its Plan Sponsor Clients in 2018 - Business Wire - Wed Apr 24 07:00:00 UTC 2019
2019 Top Independent Advisors - Barron's - Fri Sep 13 07:00:00 UTC 2019
What the coming $68 trillion Great Wealth Transfer means for financial advisors - CNBC - Mon Oct 21 07:00:00 UTC 2019
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New Ric Edelman Book Targets Kids' Financial Literacy - Investopedia - Wed Jan 09 08:00:00 UTC 2019
Edelman Exec Explains Inside Strategy Behind Financial Engines Deal - Financial Advisor IQ - Thu Jan 31 08:00:00 UTC 2019
Ric Edelman dishes on subscription fees, robos - Citywire USA - Wed Apr 10 07:00:00 UTC 2019
Hellman & Friedman Completes Acquisition of Financial Engines - Business Wire - Thu Jul 19 07:00:00 UTC 2018
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3 insights on the Financial Engines-Edelman combination and how it might affect you - InvestmentNews - Thu May 03 07:00:00 UTC 2018
David Bach and Ric Edelman lock horns in cease-and-desist tit-for-tat - InvestmentNews - Wed Oct 31 07:00:00 UTC 2018
The Day Fiduciary Died - Forbes - Mon Jul 01 07:00:00 UTC 2019
Under pressure: Is the RIA industry morphing into the brokerage biz? - Citywire USA - Mon Sep 30 07:00:00 UTC 2019
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Financial Engines Acquired by Edelman Financial In 401k Mega-Merger - The 401(k) Specialist - Mon Apr 30 07:00:00 UTC 2018
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Earning B2B buyer trust - does so-called "thought leadership" content have a role? - Diginomica - Wed Dec 11 09:43:42 UTC 2019
Edelman Financial Services Names Letha Steffey as Chief Marketing Officer - PR Newswire - Thu Mar 29 07:00:00 UTC 2018
FTI Consulting hires MD from HSBC - PRWeek - Thu Dec 05 11:20:47 UTC 2019
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
Edelman-Bach split devolves into threats of legal action over trade secrets - Financial Planning - Tue Oct 30 07:00:00 UTC 2018
401(k) Mistakes to Avoid When You Leave Your Job - Barron's - Thu Aug 29 07:00:00 UTC 2019
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
Convergence of retirement and wealth management is next 'battleground' - InvestmentNews - Sat Jul 20 07:00:00 UTC 2019
Edelman Financial Services Ranked A Top Registered Investment Advisor - PR Newswire - Wed Jul 13 07:00:00 UTC 2016
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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