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A relationship with a wealth planner is an important one – especially as your finances get more complex. Our partner, Edelman Financial Engines, offers an integrated wealth planning process designed to coordinate aspects of your financial life now and into the future.
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Finances are complicated. I love simplifying complex things and helping to put my clients’ goals into focus.
Director, Financial Planning, CRPC®
The Barron’s 2022 Top 100 RIA Firms list, a seven-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
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