Edelman Financial Services:
A Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Recently Released!!!
Date Published: May 22, 2017
Summary Power Point Deck: 25 Slides

Reference Power Point Deck: 196 Slides

Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 543 employees, 32,589 clients, 63,400 accounts, $18.7 billion assets under management & administration, and is led by its Exeuctive Chairman Ric Edelman, CEO Ryan Parker, President Ed Moore, & Chief Operating Officer Rene Chaze. Its web sites can be found at www.edelmanfinancial.com & www.ricedelman.com.

Edelman Financial Services comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Independent Phase
  • Sanders Morris Harris Group Phase
  • Lee Equity Partners Phase
  • Hellman & Friedman Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, average client assets under management & administration, accounts, new accounts, lost accounts, net new accounts, average account size, assets under management & administration, assets under management & administration per employee, assets under management & administration per financial advisor, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreication, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross profits, gross margin, SG&A expenses, SG&A expenses as a share of revenues, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations).
Its profile includes detailed outlines of its core businesses, including:
  • Retail Business
    • Financial Planning
    • Investment Management (EMAP)
    • lnsurance (HWG Insurance Agency)
  • Edelman Financial Network (TAMP)
  • Retirement Plans
  • Edelman Online
  • Institutional
And its profile concludes with the highlights of its organizational structure & ownership.

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.


Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Disclosure:
Tiburon's Managing Partner is a member of Edelman Financial Services' board of directors.


Tiburon Research Orders

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.