No matter where your financial journey starts with us – from your first paycheck into and through retirement – we bring to bear an expert team, patent-awarded investment technology and a full array of services designed to help you transition from one milestone to the next. And our firm is award-winning, but awards are simply the result of our passion for helping our clients. As a fiduciary, when it comes to investment advice, we’re dedicated to applying that passion with personal and objective wealth planning and investment management services that put our clients and their best interests first, always. When you put your trust in us, you’ve chosen the firm named by µþ²¹°ù°ù´Ç²Ô’s* – awarded each September (2018-2024) byÌýµþ²¹°ù°ù´Ç²Ô’s, based on data within a 12-month period – as the nation’s top independent Registered Investment Advisor for the seventh consecutive year.
Ìý
* TheÌýµþ²¹°ù°ù´Ç²Ô’sÌý2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.ÌýThe 2024 ranking refers to EFE as the top mega RIA defined as firms that manage 2% or more of the total assets of all ranking applicants. The 2018 ranking refers to Edelman Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Services, LLC, which combined its entire advisory business with Ïã¸ÛÁùºÏ²Ê×ÊÁÏ Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received a precombination ranking of 12th.