Edelman Financial Services, headquartered in Fairfax, VA, provides financial planning and investment management services to more than 33,000 clients across the United States and manages more than $18.5 billion in assets.
“Ever since we started the firm over 30 years ago, we put our clients first,” said Ric Edelman, founder and executive chairman of Edelman Financial Services. “We are grateful for the recognition by the Financial Times.”
The annual FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. RIA firms applied for consideration and met a minimum set of criteria. Applicants were then assessed on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility and compliance records.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for 24 years and managed $2.7 billion in assets. The FT 300 is one in a series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
ABOUT EDELMAN FINANCIAL SERVICES:
Edelman Financial Services, with 157 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 33,000 individuals and families and manages more than $18.5 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards, and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.
 As of March 31, 2017.
 Throughout the firm’s 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.
 Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
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SOURCE Edelman Financial Services