Ric Edelman

For more than 30 years, Ric Edelman has been dedicated to teaching everyday people about personal finance. This started when Ric and his wife, Jean, launched Edelman Financial Services in 1987 with aim to upend the traditional practices of the financial industry. Ric’s client-centric approach resonated with the everyday American families looking for straightforward financial help.

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Award-Winning Author

As a #1 New York Times bestselling author with more than 1 million copies collectively in print, Ric’s 10 books on personal finance have been translated into several languages and have educated countless people worldwide.

Nation’s #1 Independent Financial Advisory Firm

Ric’s unique approach to helping people earned him the 2017 IARFC’s Loren Dunton Memorial Award, given to an individual who has made a substantial contribution to the financial services profession and/or the financial interests of the public.1 He is widely regarded as one of the nation’s top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbes magazine2, the nation’s #1 Independent Financial Advisor (three times) by Barron’s3 and in 2019, Investopedia named Edelman one of its top 100 financial advisors4. Additionally in 2019 InvestmentNews named Edelman to its list of “20 people who helped shape the financial planning industry”5 and Barron’s added Edelman to its Financial Advisors Hall of Fame.6

More Than 25 Years on the Air

The Ric Edelman Show has been airing on the radio for more than 25 years and is heard throughout the country. In 2020, Ric was named among the top 100 radio talk shows hosts by TALKERS magazine, making it the sixth year the editors have named him one of the most important radio talk show hosts in America7.

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Education

1980

Ric graduates cum laude from Rowan University

1999

Ric receives an honorary doctorate from Rowan University

2007

Ric is inducted into the Rowan Public Relations Student Society Hall of Fame

2012

Ric graduates from the Executive Program at Singularity University

Mentorship

Ric taught personal finance at Georgetown University for nine years and has guest lectured at Roger Williams University, George Washington University and Rowan University, where he was the first to be awarded the title of Distinguished Lecturer. He is also a state- and AICPA-approved instructor for continuing professional education and was a FINRA Arbitrator.

Membership and Philanthropy

2002

Rowan University names its planetarium after Ric and Jean Edelman in recognition of their financial support to the university

Ric Is a Member of

  • Policy Board of American Savings Education Council
  • Southeast Board of the Boys & Girls Clubs of America
  • Boys & Girls Clubs of Greater Washington Foundation Board
  • BGCGW Leadership Council
  • Executive Committee and Chair of the Audit Committee of the Foundation Board of Directors for the Wolf Trap Foundation for the Performing Arts
  • Advisory board of Rowan University’s College of Communication & Creative Arts

1Presented 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.

2Forbes 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.

3Rankings for 2009, 2010 and 2012. Barron’s ranking has three major components: assets managed, revenue produced and quality of the advisor’s practice. Does not assess investment returns. Quality-of-practice component includes advisor regulatory record. Rankings based on universe of applications submitted through self-nomination to Barron’s.

4Investopedia’s 2019 proprietary methodology focuses on awarding financial advisors who have
demonstrated a top-of-the-industry ability to reach the largest and most relevant financial and investing
audience, as measured by the impact and quality of their published work, public appearances, and online
following. The 2019 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the
most influential advisors who were recommended by their peers. We receive no compensation from
placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual
endorsement by Investopedia of such advisor.

2016

The Rowan University Fossil Park is also named after Ric and Jean Edelman

Ric and Jean Are Supporters Of

  • Inova Edelman Center for Nursing at Inova Health Foundation and the Inova Center for Advanced Medical Simulation
  • Northern Virginia Therapeutic Riding Program
  • HEROES
  • Make-A-Wish-Foundation
  • Leukemia & Lymphoma Society

5The 2019 list was based on the opinions of the editors of InvestmentNews using the following definition as a guidepost: Those who have conceived new ideas and tools that have propelled the industry forward. Investor experience/returns were not considered.

62019 Barron’s Hall of Fame advisers have been ranked for 10 or more years on the Barron’s Top 100 Financial Advisors list. Barron’s listings are based on data compiled by many of the nation’s most productive advisers, which has been submitted to and judged by Barron‘s. Key factors and criteria for each award include assets under management, revenue produce for the firm, regulatory and compliance record, and years of professional experience. This award is not indicative of this advisor‘s future performance.

7TALKERS magazine “Heavy Hundred” ranking is based on a number of 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.

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