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Ric Edelman has been named the # 1 financial advisor in the country by Barron's*, the prestigious Wall Street weekly publication and has made the list of the Top 100 Independent Financial Advisors for the past three years (2007-2009). The ranking is compiled by industry researcher R.J. Shook, who weighed factors such as client satisfaction, total assets under management, as well as contribution to the firm's revenues and profits.
All of our financial advisors share Ric's methodology as well as his commitment to our clients. This expertise and dedication has helped make us one of the largest investment and financial planning firms in America.
Company ProfileOur Chairman and CEO, Ric Edelman, is one of the most respected experts in the industry. The approach to personal finance that he's developed over the past 20 years is used throughout our firm. |
Ric EdelmanIn addition to being the founder of Edelman Financial Services, Ric is an acclaimed financial advisor, best-selling author and national radio show host. |
*Barron’s ranking “Top 100 Independent Financial Advisors” (Aug. 31, 2009) based on assets under management, revenues the advisors generate for their firms, and the quality of their practices.
