Personal finance is more personal than finance.
Our financial advisors can help you reach them.
Partner with a planner at the #1 Independent Financial Advisory firm in the nation
2020
#1 Independent Financial
Advisory Firm
Advisory Firm
2020
Largest Independent Registered Investment Advisory Firm2
2020
Top US Registered
Investment Advisors
Investment Advisors
What makes us different.
- Our founder is Ric Edelman, widely acclaimed as one of the most influential financial advisors in the nation. In 1986, Ric and his wife Jean formed the firm to help hardworking people just like you improve your personal finances, with a focus on financial education. Ric’s weekly radio show, PBS television specials, 10 books and webinars have helped millions of people across the country.
- We are a fiduciary, meaning we serve your best interests. We don’t sell any products, and you never pay any commissions for our investment advice. Our sole compensation is provided by our clients via a single annual fee; we receive no money from any third-parties – to avoid conflicts of interest that could interfere with the advice you receive.
- Our 320 financial advisors perform as a unified team, assuring you that you’re receiving the collective wisdom of hundreds of experienced, talented professionals with literally thousands of years, collectively, of expertise. Our consistency in philosophy, methodology and service gives you confidence that you’re receiving the advice that’s best for you – personal advice that’s always based on your individual circumstances and goals.
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Our financial advisors provide value in three ways.
Portfolio Management
Expertly managing assets across accounts and strategically rebalancing your portfolio – so you can stay on track to meet your long-term goals.
Comprehensive Planning
Helping you reach your goals by providing effective planning and advice
Objective Perspective
We keep you focused on the long-term and help you do what you need to, exactly when you need to. So, you can avoid costly behavioral finance mistakes, especially during market volatility.