Awards and Recognitions

Awards and recognitions are provided for informational purposes only and should not be used as the basis for retaining the financial planning and/or investment management services of Edelman Financial Services. Awards and recognitions by rating services, companies and/or publications do not guarantee any client experience or results from Edelman Financial Services , nor do they represent a current or past endorsement of Edelman Financial Services or its financial planners or investment advisors. Rankings published by magazines and others are generally based solely on information prepared and/or submitted by the firm or its advisors. None of the awards mentioned below take into account investment performance or client experience. Past performance does not guarantee future results.

Barron’s – Top 100 Independent Financial Advisors (2009, 2010, 2012)
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.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

Forbes Top 100 Wealth Managers (2016)
Forbes rankings are the opinion of SHOOK Research and are based on advisor interviews, client retention, industry experience, compliance record, assets under management and revenue generated for the firm. Investment performance is not considered. Advisors do not pay to be in the ranking.

Barron’s – Top 20 Independent Advisory Firms (2016)
The 2016 Top 20 Independent Advisory Firm Ranking issued by Barron’s is based on a number of criteria, including assets under management, client retention, and various factors that speak to the firm’s ability to provide broad and consistent services to their clients. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The rankings are based on the universe of applications submitted to Barron’s. Edelman Financial Services, LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s used the firm’s filings with the Securities and Exchange Commission to review and consider this information, which resulted in the ranking on Aug. 27, 2016.

TALKERS Magazine (2012, 2015, 2016)
TALKERS Magazine “Heavy Hundred” is a ranking of the top 100 radio talk-show hosts in America. The ranking is based on both quantitative and qualitative criteria and is determined by collective analysis of the TALKERS editorial board with input from a wide variety of industry leaders. Investor experience/returns were not considered as part of this ranking.

Research Magazine – Financial Advisor Hall of Fame (2004)
Research magazine cover story “Advisor Hall of Fame,” December 2004 (based on serving a minimum of 15 years in the industry, having acquired substantial assets under management, demonstrating superior client service and having earned recognition from peers and the broader community for how they reflect on their profession). Investor experience/returns were not considered as part of this ranking.

Financial Times Magazine - 300 Top RIAs (2016)
The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. Investor experience/returns were not considered as part of this ranking.

Financial Advisor Magazine - Top RIA (2016)
Based on a 2016 Financial Advisor Magazine survey of independent registered investment advisors that file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of 12-31-2015. Only advisors that completed the survey are included in the rankings. Assets under management totals are taken from the total assets under management, as of 12-31-2015, reported on the firm’s form ADV.  Edelman Financial Services ranked 10th. Investor experience/returns were not considered as part of this ranking.  

WealthManagement.com - Top 100 RIAs Survey (2015)
WealthManagement.com's “Top 100 RIAs of 2015” ranking was assembled using data from Meridian-IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.

Washington Business Journal – Top Financial Asset Manager (2014)
This list ranks Washington DC metro area advisors by year end assets under management. The ranked companies provided information to the Washington Business Journal upon request. Investor experience/returns were not considered as part of this ranking.

Wealth Manager Magazine – Top Wealth Manager Survey (2011)
This is currently known as AdvisorOne’s “Top Wealth Managers” survey. It lists participating Registered Investment Advisors according to the average assets under management per client, according to the averages of their peers. Applicants must be RIAs registered with the Securities and Exchange Commission. Applicants are required to complete an online application compiling data, such as average assets under management per client, firm growth or decline in the previous year, average three-year growth, and assets under management per staff. Results are calculated in terms of average assets under management per client. One of the primary goals of the survey is to help wealth management firms improve their business operations.

Wealth Manager Magazine – Top Dog Report (2007, 2008, 2009)
This annual survey ranks firms by average assets under management by client. To be eligible, firms must be Registered Investment Advisors, have half of their clients as individuals and are required to offer financial planning services. Banks, broker/dealers and trust companies are not eligible. Information was provided to Wealth Manager Magazine by the firms participating in the survey. Investor experience/returns were not considered as part of this ranking.

Inc. 500 Fastest Growing Private Companies List (1995, 1996, 1997)
The Inc. 500 List showcases the fastest-growing, privately-held companies in America. Candidates are required to complete an extensive application. Then, in order to complete the application, companies must submit revenue verification materials to confirm revenue figures. Companies are ranked according to the percentage growth of their annual revenue over a three-year period.
In order to qualify for the Inc. 500 award, companies must meet the following criteria:

  • Three years prior, they generated at least $100,000 in revenue;
  • Have generated at least $2 million in revenue during the current year;
  • They must be privately held, for profit, based in the U.S., and independent (not a subsidiary or division of another company).

The Inc. 500 List is a distinguished editorial award, a celebration of innovation, a network of entrepreneurial leaders, and an effective public relations showcase. The Inc. 5000 ranks companies by overall revenue growth over a three-year period.

Inside Personal Finance Newsletter - APEX Grand Award (2016)
In 2016 the Grand Award for Newsletters, from the APEX Awards for publication Excellence, was issued to Inside Personal Finance newsletter. The Annual APEX Awards for Publication Excellence is an annual competition for Communications Professionals. Awards are based on excellence in graphic design, editorial content and the ability to achieve overall communications excellence. APEX Grand Awards honor the outstanding works in each main category, while APEX Awards of Excellence recognize exceptional entries in each of the individual categories.

WealthManagement.com - Top 10 Podcasts for Financial Advisors (2015)
The WealthManagement grading system to establish the top podcast rankings uses a 10-point scale to compare the podcasts on five dimensions; content, audio quality, production value, frequency and podcast savvy; and then delivers an average.

The Truth About Retirement Plans and IRAs Book - Washington Post Bestseller (2014)
The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.

The Truth About Money TV Show Website - APEX Awards for Publication Excellence (2013)
In 2012 The Grand Award, from the APEX Awards for Publication Excellence, was issued to The Truth About Money TV website. The Annual APEX Awards for Publication Excellence is an annual competition for corporate and nonprofit publishers, editors, writers and designers who create print, Web, electronic and social media. Awards are given in 100 communications categories, in 11 main content areas including: newsletters; magazines, journals and tabloids; annual reports; print media; electronic media; social media; websites; campaigns, programs and plans; writing; design and illustration; and special publications.

The Truth About Money - Axiom Business Book Award (2011)
In March 2012 The Truth About Money 4th Edition was named Book of the Year by the Axiom Business Book Awards for earning the Gold Medal in the category of Personal Finance/Retirement Planning/Investing. This award was presented by Jenkins Group Inc., operators of IndependentPublisher.com.

The Truth About Money - EIFLE Award (2011)
In 2011 The Truth About Money 4th Edition received the Book of the Year Award from the Institute for Financial Literacy for Excellence in Financial Literacy Education. Each year, the Institute for Financial Literacy presents EIFLE Awards to individuals and organizations that have shown exceptional innovation, dedication and commitment to the field of financial literacy education.

Rescue Your Money Book - Washington Post Bestseller (2009)
The Washington Post, Washington Bestsellers Paperback Nonfiction/General. March 29, 2009.

Lies About Money Book- EIFLE Award (2009)
In 2009 The Lies About Money received the Retail Book of the Year Award from the Institute for Financial Literacy for Excellence in Financial Literacy Education. Each year, the Institute for Financial Literacy presents EIFLE Awards to individuals and organizations that have shown exceptional innovation, dedication and commitment to the field of financial literacy education.

Lies About Money Book - Axiom Business Book Award (2008)
In March 2008 The Lies About Money was named Personal Finance Book of the Year by the Axiom Business Book Awards for earning the Gold Medal in the category of Personal Finance. This award was presented by Jenkins Group Inc., operators of IndependentPublisher.com.

RIABiz – 10 Most Influential Figures (2013)
The RIABiz listing of the 10 most influential figures in the Registered Investment Advisor industry is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be influential in the RIA business. Investor experience/returns were not considered as part of this ranking.

Loren Dunton Memorial Award (2016)
Presented by the International Association of Registered Financial Consultants (IARFC). Candidates must hold a professional designation and must have disseminated their comments on financial topics by having them widely published in articles, journals, books, etc. They must have provided outstanding personal service or leadership in the financial services industry. Nominees must have participated in some aspect of financial education to the public or to other members of the profession. Investor experience/returns were not considered.

Investment News – 15 Most Transformative people in the industry (2013)
InvestmentNews 15th Anniversary Issue. June 23, 2013

Wealth Management – Madness Bracket (2014)
WealthManagement Madness-March 2014.

The Truth About Your Future Book – NY Times Bestseller (2017)
The New York Times Book Review Advice, How-To and Miscellaneous. April 16, 2017.

The Truth About Money Small Press Magazine (1997)
In 1997 The Truth About Money 1st Edition was named Business Book of the Year by Small Press Magazine for earning the Gold Medal in the category of Business. The books were judged on content, originality, design and production quality. With that in mind, the award would honor the many people who worked to publish the book: author, editor, designer and publisher. This award was presented by Jenkins Group Inc., operators of IndependentPublisher.com.