Free Investment Portfolio Review

Now - through an exclusive arrangement with AccuQuote - Edelman Financial Services is offering you a FREE portfolio review. We're much more than just an investment firm: our clients enjoy professional guidance in all areas of personal finance, including college planning, retirement planning, mortgages, insurance and estate planning.


The rules of money have changed.

If you handle your money the way your grandparents handled theirs, you may fail where they succeeded.

That's because life is so different today.

Longer life expectancies mean you run the risk of not having enough money to retire comfortably, and being unable to care for aging parents or leave a legacy for your children. People relocate more often, change jobs more often, have children and grandchildren later in life, and even marry more often. The rules of money have changed.

That's why you need expert advice.

Edelman Financial Services is one of the largest independent financial planning firms in the nation,1 managing $13.7 billion for more than 26,000 individuals and families nationwide.2 Three times ranked the #1 independent financial advisor in the nation by Barron´s,3 Ric Edelman and his team has delivered financial planning and investment management services to thousands of consumers for more than 25 years.


1Based on a 2013 Financial Advisor Magazine survey of independent registered investment advisors that file their own ADV statement with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in assets under management as of 12-31-2012. Only advisors that completed the survey are included in the rankings. Assets under management totals are taken from the total assets under management, as of 12-31-2012, reported on the firm’s form ADV. Edelman Financial Services ranked 10th in assets under management as of 12-31-2012.

2As of September 30, 2014

3According to Barron's, "The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor's practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by each client's risk tolerance. The quality-of-practice component includes an evaluation of each advisor's regulatory record." The rankings are based on the universe of applications submitted to Barron's. The selection process begins with a nomination and application provided to Barron's. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron's as requested. Barron's reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.

Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

EFS offers advisory services in all 50 states and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the specific states referenced.