About Edelman Financial Services, LLC

Edelman Financial Services provides financial planning and investment management services for individuals and families, and also provides small-business owners with 401(k) plans and institutional investment management. EFS is also well-known for its leading work in financial education, helping millions of people improve their knowledge of personal finance through broadcast, print, stage and digital forums. Pursuing its vision of an educated and financially secure America, the firm manages $15 billion for more than 29,000 clients (1) and has 42 offices across the country.

The firm’s headquarters and six more offices are in the Washington, DC metro area. The firm has won more than 100 business, advisory, philanthropic, communications and community service awards. (2) (1) As of 11/30/15 (2) A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.

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What employees say

“Good work atmosphere.”
“I change people's lives.”
“The opportunity to help make a meaningful impact in clients' lives.”
“The company objectives, the culture, the people. ”
“The caliber and experience.”
Where to find Edelman Financial Services, LLC