Edelman Financial Services

Edelman Financial Services

Listen every Saturday from 8a-10a on WPHT for The Truth About Money with Ric Edelman . The live call-in advice program has been on the air for over 20 years and has earned Ric a place among the “Heavy Hundred” in the radio industry by TALKERS magazine for 2014. Ric Edelman has been three times ranked the #1 Independent Financial Advisor in the nation and is Chairman and CEO of Edelman Financial Services. He also publishes a monthly newsletter, has built one of the most comprehensive and free online educational resources about personal finance at RicEdelman.com, Ric is a #1 New York Times best-selling author. Ric’s eighth book, The Truth About Retirement Plans and IRAs, was published in April 2014.. Ric’s television show, The Truth About Money with Ric Edelman, airs on more than 200 public television stations across the country and has won 8 Telly Awards.

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Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of The Edelman Financial Group 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.

1According 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.

2 RIABiz’s listing of the 10 most influential figures in the RIA business is in recognition of notable, driven and influential executives who are advancing their firms and are considered to be movers and shakers in the Registered Investment Advisor industry. Investor experience/returns were not considered as part of this ranking.

3 Financialplanning.com, March 30, 2012.

4 The Excellence in Financial Literacy Education (EIFLE) Awards are presented by the Institute for Financial Literacy, a leading financial counseling and education organization, in recognition of “innovation and quality of financial literacy education efforts.” The Axiom Business Book Awards are presented by Jenkins Group Inc., operators of IndependentPublisher.com. The APEX Awards for Publication Excellence are published by Communications Concepts, Inc.

5 TALKERS Magazine “Heavy Hundred” ranking is based on a number of both quantitative and qualitative criteria and is determined by collective analysis of the TALKERS editorial board with input from a wide variety of industry leaders. Investor experience/returns were not considered as part of this ranking.