The Edelman Financial Group (Edelman Financial) is a holding company that, through its subsidiaries and affiliates, provides investment advisory, wealth management, tax efficient estate and financial planning, and institutional services to clients ranging from individuals to corporations and financial institutions.

As a diversified financial services company, Edelman Financial is dedicated to giving financial professionals the tools they need to build wealth for their clients while differentiating themselves in a crowded marketplace. That’s why Edelman Financial provides strategic partnership opportunities to select asset and wealth management firms nationwide. The firm’s full service broker-dealer offers operational and administrative support, and a robust portfolio management platform to its own wealth advisors and affiliated independent financial advisors.

On the institutional side, Edelman Financial companies provide equity sales, trading and research to a broad array of banks, retirement funds, mutual funds, endowments, investment advisors, hedge funds and insurance companies.