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We're the nation's #1 Independent Financial Advisory Firm.

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My wife, Jean, and I founded this firm in 1987 to upend the traditional practices of the financial industry. We'd be honored to serve you and help you move your personal finances forward.

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Ric Edelman, Founder

In 34 years, we've grown to

150+ locations nationwide

More than 1 million people have trusted us with

$260 billion in assets

We always serve our clients' best interests

One person at a time

As of December 2020

2020

Nation's #1 Independent Financial Advisory Firm

2020

Top U.S. Registered Investment Advisers

 

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