Three Times Ranked the #1 Independent Financial Advisor in the Nation by Barron's
According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” Only advisors who apply are ranked.
“The Top 100 Independent Financial Advisors” was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009.
Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group. He offers advisory services through EFS and securities through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.