Edelman Financial Services Expands to Philadelphia Area

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EFS selects Conshohocken for its new home.

Edelman Financial Services, the nation’s 4th largest independent financial planning and investment management firm(1), is opening its first office in the Philadelphia area today in Conshohocken at 100 Front Street.

EFS Chairman and CEO Ric Edelman has three times been named the #1 Independent Financial Advisor in the Nation by Barron’s(2). His award-winning radio program airs on WWIQ Sunday mornings 8–10am. “Having grown up in the Philly area, I’m excited to open our first office here, helping people with their personal finances,” said Edelman.

The new office in Conshohocken strengthens the EFS presence in the mid-Atlantic region, bridging the gap between the firm’s eight offices in the metro New York area and its nine offices in the Washington D.C. region, including the firm’s headquarters in Fairfax, Virginia.

About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services for individuals and families, as well as 401(k) plans and institutional investment management for businesses. Edelman Financial Services manages $10 billion for 20,000 clients(3) in 33 offices across the country. The firm has won more than 100 business, advisory, philanthropic, communications and community service awards(4). For investment advice and other financial planning services, or to speak with an advisor call 888-PLAN-RIC (888-752-6742), or visit RicEdelman.com.

About Ric Edelman
Ric Edelman has been providing financial advice to consumers for 25 years. His television series The Truth About Money with Ric Edelman airs on Public Television stations across the country and his syndicated radio program can be heard in 69 markets. He is also a sought-after speaker and best-selling author who has published seven books on personal finance.

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.

1.Based on a Wealth Management.com list that was comprised using data from Meridian-IQ where advisory firms are ranked by total assets under management. To be included on the list, firms had to have at least 10 percent individual clients and at least 10 percent high-net-worth clients for whom they do financial planning, and no more than 50 percent institutional clients. Edelman Financial Services LLC ranked 4th on the list.

2.According 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.

3.As of 3/31/13.

4.Throughout the firm’s 25 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.

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Sarah Kenney
Edelman Financial Services
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