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

Recently Released!!!
Date Published: March 27, 2017
Summary Power Point Deck: 22 Slides

Reference Power Point Deck: 193 Slides

Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 552 employees, 30,440 clients, 63,400 accounts, $16.8 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.

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Tiburon's Managing Partner is a member of Edelman Financial Services' board of directors.

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