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According to Barrons. The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisors practice. Investment returns are not a component of the rankings because an advisors returns are dictated largely by each clients risk tolerance. The quality-of-practice component includes an evaluation of each advisors regulatory record. Only advisors who apply are ranked. The Top 100 Independent Financial Advisors was published Aug. 27, 2012; Aug. 28, 2010; and Aug. 31, 2009. Ric Edelman is Chairman and CEO of Edelman Financial Services, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He offers advisory services through EFS and securities through Sanders Morris Harris Inc.. an affiliated broker/dealer, member FINRA /SIPC.

WealthManagement.coms 2014 Top 100 RIAs are ranked by assets under management based on data from Meridian-IQ. For each firm, at least 10% of clients are high-net-worth, and at least 10% are not but get financial planning; institutional clients cannot comprise substantial part of business. Investor returns were not considered. Edelman Financial Services ranked 3 rd .

EFS offers advisory services in all 50 states and Puerto Rico. As such, these services are strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the specific states referenced.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies.

Throughout the firms 27 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (855) 215-7171.