Edelman Financial Services Opens Office in Orange County, CA

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Firm now has 35 offices in 14 states.

Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Orange County area office at 600 Anton Blvd, Suite 1750, Costa Mesa, CA, 92626.

“We want to be able to give consumers the independent, objective financial advice they need and there are too few opportunities for the average American,” said Ric Edelman, three times ranked the #1 Independent Financial Advisor in the nation by Barron’s.(1) “That’s why we are opening more and more local offices -- to help people who are seeking financial advice and information.”

With offices in 14 states, Edelman Financial Services manages more than $12.75 billion for more than 24,000 clients(2) across the country. While most investment firms serve the wealthy, Edelman Financial Services is known for also catering to those who are not yet millionaires. “Although many of our clients have a high net worth,” Edelman explained, “the vast majority of our clients are not in that exclusive realm. Our clients typically are middle class folks trying to pay for college for their kids while trying to secure their own retirement. It’s an honor to serve them.”

About Edelman Financial Services
Ric Edelman has been providing financial advice to consumers for more than 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 68 markets. Ric is also a sought-after speaker and best-selling author who has published eight books on personal finance. His newest book, The Truth About Retirement Plans and IRAs, a #1 national bestseller,(3) was recently published by Simon & Schuster.

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. The firm has won more than 100 financial, business, community and philanthropic awards. For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit EdelmanFinancial.com.

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 offering securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.

1. 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.

2. As of 3/31/14.

3.The Washington Post, Washington Bestsellers Paperback Nonfiction/General. April 20, 2014.

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