Ric Edelman, three times ranked the #1 Independent Financial Advisor by Barron’s, is Founder and Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, 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.” 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,Chairman and CEO of Edelman Financial Services, LLC (“EFS”), a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC (“EFLS”), an affiliated broker/dealer and member FINRA/SIPC.