Acclaimed Financial Advisor
Ric Edelman has been three times ranked the #1 Independent Financial Advisor in the nation. In 2012, the highly regarded industry website, RIABiz.com, named Ric one of the “ten most influential figures” in the investment advisory field.  Ric has appeared on the cover of two industry publications (Financial Advisor, April 2012, and The Register, December 2011), and Financial Planning magazine in 2012 named Ric one of nine advisors with “vast Twitter followings.” Ric is also a sought after speaker at major industry conferences.
Ric is a #1 New York Times best-selling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011), a Gold Medal Axiom Award (March 2012), an Apex Award (June 2011), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (October 2009). Ric’s eighth book, The Truth About Retirement Plans and IRAs, was published in April 2014.
Award-Winning Host of Radio and Television Shows
Ric’s radio show has been on the air for more than 20 years and is heard throughout the country, enjoying more than 1 million listeners every week. In 2014, Ric was named among the “Heavy Hundred” in the radio industry by TALKERS magazine. 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.
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.