Edelman Financial Services, LLC

Edelman Financial Services, LLC
Last update 2019-02-13 1 Stocks (1 new)
Value $- Turnover 0 %
Top Holdings:
Portfolio Report

Edelman Financial Services, LLC Profile

Edelman Financial Services is a private investment management company based out of Fairfax, Virginia. The company was established in 1986 by founder Frederic M. Edelman, who continues to be with the company today acting as its CEO and Chairman. Edelman Financial Services operates as a subsidiary of The Edelman Financial Center, LLC, which is also currently headed by Frederic M. Edelman. Edelman Financial Services is currently one of the largest independent financial planning firms in the U.S. and operates its business both online and through its 41 offices located around the country. The company has been ranked the top independent financial advisor by Barron and the company has been providing its services to clients since 1987. Edelman Financial Services utilizes both research done in house and externally to conduct its investment business. The company invests almost exclusively in the finance sector, which alone makes up over 80% of its total asset allocations, and also invests in the materials and energy sectors to a lesser degree. Edelman Financial Services believes in investing its assets in key market indexes and the company’s top holdings include the iShares Russell 1000 Value Index Fund, Vanguard Index Funds Vanguard Growth ETF, iShares iBoxx Investment Grade Corporate Bond Fund, Vanguard REIT ETF, iShares S&P North American Natural Resources Sector Index Fund, iShares Exponential Technologies ETF, and iShares Trust - Core S&P Mid-Cap 400 Exchange Traded Fund with its top 10 holdings alone making up over 95% of its total holdings. The company currently holds over $14.4 billion in total assets spread across 63,400 accounts, all of which are discretionary. Its total managed assets has been increasing in recent years, significantly growing from $4 billion to well over three times that amount today. Edelman Financial Services mainly caters to individuals, which alone makes up almost three quarters of its client base, and also provides services to high net worth individuals, pension and profit sharing plans, charities, and corporations, in order of decreasing clientele.
Edelman Financial Services, LLC's Top Stock Picks View Full List
Impact %
Price Range
Price Change from Avrg%
Current Shares
Share Change

Edelman Financial Services, LLC Total Holding History ($B)


Edelman Financial Services, LLC's Asset Allocation


Edelman Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Edelman Financial Services, LLC's Hypothetical Growth since 2018-12-31

Edelman Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Edelman Financial Services, LLC News

  • 1

Discussions on Edelman Financial Services, LLC

No discussions yet.