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Ric Edelman, Founder

  • 2019

    #1 Independent Financial Advisory Firm1

  • 2019

    Largest Independent Registered Investment Advisory Firm2

  • 2019

    Top US Registered Investment Advisers3

2019

#1 Independent Financial Advisory Firm1

2019

Largest Independent Registered Investment Advisory Firm2

2019

Top US Registered Investment Advisers3

Financial Planning for Every Stage of Your Life.

We do more than help you manage your money and investments. We consider every aspect of your life with a dollar sign, then come up with a personalized plan that adjusts as your life unfolds. Financial planning is a lifelong process — and we will be there with you, for every step of the journey.

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Financial Planning & Investing

Maybe making financial plans and easy-to-understand investment advice accessible to everyone is a radical idea. But it’s one that we truly believe in. Help us learn about your goals in life and we’ll help you learn how to plan for them.

Retirement & Estate Planning

Get straightforward financial advice and education to help you secure the income you’ll need to enjoy the retirement you want while also preserving your wealth for future generations.

Life Events

Life changes. Your financial plan should too. Whether it’s planning to pay for college, the loss of a loved one, caring for aging parents or something totally unexpected, our experienced financial planners will help make sure you’re prepared.

Homeownership & Mortgages

Owning a home is one of the biggest financial purchases you’ll make in your life. Get real-world advice about real estate, mortgages and financing, and rental and vacation properties.

Insurance

Forget what you know, or what you think you know, about insurance. Learn the truth about insurance and its role in your financial plan.

Taxes, Finances, Credit & Debt

Should you hire a tax preparer? Is it better to save money or pay off your debt? Why is getting a tax refund a bad thing? Our financial planners offer strategic guidance on these and many more financial matters, to help you achieve your goals.

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1The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2InvestmentNews ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center.

3The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2019 Edelman Financial Engines, LLC. Financial Engines* and Edelman Financial Engines™ are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed.