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.

1986

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

Ric Edelman is recognized as a top financial advisor and inducted into Barron’s Hall of Fame.4

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.

4Barron’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.

We Can Help You Plan for Your Future — Starting Right Now.

Schedule your free, no-obligation consultation