Ric Edelman Rated One of Nation's Top Independant Financial Advisors by Barron's
For Immediate Release
August 30, 2007
FAIRFAX, Va., Aug. 30 — Ric Edelman, founder and chairman of Edelman Financial Services LLC of Fairfax, Va., has been named the No. 2 independent financial advisor in the nation by Barron's.
The ranking was part of the Wall Street publication's inaugural ranking of the nation's top 100 independent financial advisors. The rankings are based on each advisor's assets under management, his or her contributions to the firm's revenues and profits, quality of service, and client satisfaction.
For four consecutive years (2004-2007), Edelman has been listed in Barron's industry-wide "Top 100 Financial Advisors" ranking, which includes large brokerage firms and banks. This year Barron's decided to separately rate the "Top 100 Independent Financial Advisors" due to "the field's increased stature."
In a profile, Barron's called Edelman the "Little Guy's Friend" noting that "there is no such thing as too small a client" for Edelman Financial Services. "Unlike most advisors," Barron's said, "Edelman doesn't insist clients come with a minimum account size." Most firms only accept clients who invest $1 million or more; Edelman's average account size is $350,000 and while many invest much more, a great number invest far less.
The story also highlighted Edelman's focus on financial literacy to help improve his clients' financial success.
Edelman has been providing financial advice to consumers for more than 20 years. He hosts The Ric Edelman Show, syndicated nationally on the ABC Radio Networks. Edelman is a best-selling author and his sixth book, The Lies About Money, will be published Oct. 2 by Simon & Schuster.
Edelman Financial Services LLC manages more than $3.5 billion in assets for clients nationwide.
Rescue Your Money, written by award-winning financial advisor Ric Edelman, is your personal investment recovery plan.
