Our Mission
We believe you deserve to move your financial life forward.
What We Do
We’re the nation’s #1 independent financial advisory firm1. But we do more than that.
We provide life planning — a comprehensive approach that means we can help you with any decision in your life related to a dollar sign. When you work with us, you get a lifelong partner — a dedicated financial planner who’ll provide deep expertise and guidance to create a personal financial strategy that’s designed to change as your life does.
Company Facts
We are an award-winning financial planning and investment management firm. Our expert team of fee-only financial planners provides straightforward advice with your values and goals in mind.
150+ offices nationwide
1.28 million customers
30 years of experience
320+ financial planners
200+ billion client assets
Client Data as of June 30, 2020
Awards
We continue to win awards for doing what we do best — delivering personal and objective financial planning and investment management services that put our clients and their best interests first, always.
2020
#1 Independent Financial Advisory Firm1
2019
Largest Independent Registered Investment Advisory Firm2
2019
Top US Registered Investment Advisers3
History
Since the start, we’ve always believed that everyone deserves a personal financial plan that adapts to their life and simple, real-world education to help you understand how to keep making the most of your money.
Edelman Financial Services founded
Edelman Financial Services is founded by Ric and Jean Edelman to bring financial planning and education to hardworking Americans.
1991
Ric Edelman launches his radio show
The popularity of Ric Edelman’s appearances on WMAL radio demonstrates a demand for his accessible approach to finance and leads him to host his own show.
1992
First Truth About Money seminar
Ric Edelman gives his first Truth About Money seminar — a 10-hour course held over three weeknights, covering personal finance. The course leads to Ric’s first book.
1996
The Truth About Money debuts at #1
The Truth About Money debuts at #1 on The Washington Post’s best-seller list and remains there for 22 weeks. It stays on the list for 70 consecutive weeks!
1996
Financial Engines founded
Built upon the techniques of Nobel laureate and founder William F. Sharpe, Financial Engines is founded to bring high-quality investment advice to hardworking Americans.
1997
Ric Edelman’s advice and education available online
RicEdelman.com launches, offering a new way for consumers to access Ric’s advice and education.
1998
Inside Personal Finance is launched
The award-winning monthly newsletter — Ric Edelman’s Inside Personal Finance — is launched to bring more financial education and guidance to clients!
1998
Online Advice is launched in the workplace
Online Advice is introduced, allowing participants to manage their accounts with the help of online expert recommendations and interactive tools.
2004
Professional asset management available to employees
Professional Management is introduced in the workplace, giving employees access to affordable, high-quality asset management and advisor help.
2011
Launched the first retirement income solution for the 401(k)
Income+, the first retirement income solution for the workplace, is introduced to help turn 401(k) accounts into stable retirement income.
2012
20th anniversary of Ric Edelman’s radio show
Ric Edelman celebrates his radio show’s 20th anniversary. The program airs weekly in 70 markets across the country.
2014
Research: 401(k) participants getting financial help are better off
Help in Defined Contribution Plans: 2006 through 2012 is published, demonstrating the value of professional financial help.
2015
Milestone: More leading employers offering financial advice to employees
Proud to now be helping leading employers representing more than $1 trillion in retirement assets.
2015
Acquisition of The Mutual Fund Store
With the acquisition of The Mutual Fund Store, 401(k) participants have access to Personal Advisor, including financial planning and a dedicated advisor.
2012
2017
Milestone: 1 million clients
Proud to be helping more than 1 million clients across America.
2018
Two great companies merge
Edelman Financial Engines forms from the merger of Edelman Financial Services and Financial Engines and transforms the way hardworking Americans receive financial help.
2018
Edelman Financial Engines named best advisory firm
Barron’s names Edelman Financial Engines best independent advisory firm in America1.
2018
The Squirrel Manifesto debuts at #1
Ric and Jean Edelman publish The Squirrel Manifesto to teach children good financial habits and it debuts at #1 on Amazon’s list of Children’s Money Books.
2012
2019
More employers offering financial help
Edelman Financial Engines more than doubles its plan sponsor clients with the addition of 900 new plan sponsors and 430,000 new plan participants in 2018.
2019
Edelman Financial Engines tops the list of independent RIAs
Edelman Financial Engines tops the InvestmentNews independent registered investment advisor list2.
2019
Edelman Financial Engines named best advisory firm for the second year in a row
Edelman Financial Engines is named the best independent advisory firm in America for the second year in a row by Barron’s1.
2019
Ric Edelman inducted into Barron’s Hall of Fame
2012
2019
Ric Edelman recognized for his influence on the financial planning industry
Ric Edelman is named by InvestmentNews as one of 20 most influential people who helped shape the financial planning industry.
We Can Help You Plan for Your Future — Starting Right Now.
Schedule your free, no-obligation consultation