Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.
|Firm Start Year:||1987|
|Name of Broker/Dealer:||EF Legacy Securities, LLC|
|Name of Custodial Firm:||TD Ameritrade PCS Fidelity Pershing Fund Direct Mid-Atlantic Versight|
|Firm's Number of Clients:||36,525|
|Assets Managed by Firm:||$21,676,206,852|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Compensation Methods:||Based on Assets, Commissions, Flat Fee|
Advisory services offered through Edelman
Financial Services, LLC. Securities offered
through EF Legacy Securities, LLC, an
affiliated broker/dealer, member FINRA/SIPC.
1WealthManagement.com's "Top 100 RIAs of 2015" ranking was assembled using data from Meridian- IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.
2As of March 31, 2018
3Throughout the firm's 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.
Bachelor of Science in Finance, Bentley University
Noah French has been an investment advisor for 18 years, and has been with Edelman Financial Services since 2014.
Recent Employment History:
2014–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2013–2014: Regional Director, Advanced Planning at Thomas Brady & Associates. Provided financial advice to clients.
2008–2013: Wealth Management Consultant at Axial Financial Group. Provided financial advice to clients.
2005–2008: Financial Planner at Baystate Financial. Provided financial advice to clients.
Registered Financial Consultant
CERTIFIED FINANCIAL PLANNER™
CERTIFIED FINANCIAL PLANNER™