Edelman Financial Services

ric edelman, three times ranked the #1 independent financial advisor by barron’s, 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 offers securities through) sanders morris harris llc, an affiliated broker/dealer, member finra/sipc. *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 pr