Edelman Financial Services

Edelman Financial Services

Share:

4000 Legato Road 9th Floor

Fairfax, VA 22033-2892

703-818-0800

edelmanfinancial.com

No. advisers: 397

AUM: $14,880,000,000

Asset Breakdown

Staff
Employees 397
Clients
High-net-worth individuals 11-25%
Financial planning clients N/A
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees Yes
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $14,880,000,000 69,807 $213,159
Non-discretionary 0 0 $0
Total $14,880,000,000 69,807 $213,159

Top regional fee-only RIAs

December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...

Radio show host Ric Edelman rants about raging fiduciary battle

June 24, 2016 - Seven years after the Treasury Department recommended in a financial reform report that brokers be held to a fiduciary standard, the industry is struggling to come to grips with it. The Securities and Exchange Commission “should be given new tools to...

Ex-LPL exec joins Edelman as CEO

May 24, 2016 - A former executive at LPL Financial has joined Edelman Financial Services, one of the 10 largest registered investment advisers in the country, as its chief executive. Ryan Parker, most recently managing director of investment and planning solutions at...

Hosting radio shows helps advisers attract clients

February 28, 2016 - Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his...

Market environment is top of mind for advisers

February 8, 2016 - The market environment has been dreadful the last couple of years to say the least. Ric Edelman, CEO of Edelman Financial Services, discusses how setting client expectations and being goal-oriented will make for a successful planning approach.

Reach out to clients during volatility or others will

February 5, 2016 - Advisers are focusing their energies on communicating with clients, managing investment expectations and trying to keep investors from tuning in to CNBC during this volatile market environment. With 2016 starting off with daily market swings of hundreds...

Advisers optimistic about 2016 business

January 3, 2016 - Adviser eyes will be laser-focused on the Labor Department in 2016, as the agency is poised to finalize new rules requiring advisers to act in the best interests of their retirement clients. But despite concerns about effects the rule might have on their...

IN's Best Practices awards highlight performance, most advantageous use of staff and tech

October 12, 2015 - InvestmentNews has selected 24 firms that have gone above and beyond in growth and financial performance this year. Two InvestmentNews research studies, the Adviser Compensation & Staffing Study and the Adviser Technology Study, highlighted the ways in...

Edelman Financial Services to be acquired by Hellman & Friedman

October 12, 2015 - Private equity firm Hellman & Friedman said Monday it has acquired a majority stake in financial planning firm Edelman Financial Services. The New York-based advisory firm, which has $14.4 billion in assets under management according to its latest Form...

6 ways advisers can benefit from the avalanche of technology advancement

July 2, 2015 - If you take a piece of paper and fold it in half 42 times, you'll have a stack of paper that reaches the moon. That's exponential growth. Today's technology is allowing a select group of high-performing RIAs to grow their business exponentially by 100...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.