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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

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  • print issue - Financial Advisor IQ - Fri Jul 01 12:26:01 UTC 2022
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  • Barron's Names Edelman Financial Engines America's Top Independent Registered Investment Advisor - Business Wire - Thu Sep 23 07:00:00 UTC 2021
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  • 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
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  • HerMoney Podcast Episode 308: The Change Black Women Need Now - HerMoney - Wed Mar 02 08:00:00 UTC 2022
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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
  • 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
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  • $13.3bn EP Wealth buys small RIA and lifts out $435m team - Citywire USA - Mon Jan 03 08:00:00 UTC 2022
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