Edelman Financial Services Revenue and Competitors
Estimated Revenue & Valuation
- Edelman Financial Services's estimated annual revenue is currently $350.2M per year.
- Edelman Financial Services's estimated revenue per employee is $182,000
Employee Data
- Edelman Financial Services has 1924 Employees.
- Edelman Financial Services grew their employee count by 3% last year.
Edelman Financial Services's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Head Wealth Solutions | Reveal Email/Phone |
2 | Director, Financial Planning | Reveal Email/Phone |
3 | EVP | Chief Financial Officer & Chief Operating Officer | Reveal Email/Phone |
4 | Data Analytics Manager | Reveal Email/Phone |
5 | Senior Manager, Workplace Planning & Operations | Reveal Email/Phone |
6 | Financial Researcher | Reveal Email/Phone |
7 | Financial Planner | Reveal Email/Phone |
8 | Client Services Associate | Reveal Email/Phone |
9 | Client Services Associate | Reveal Email/Phone |
Edelman Financial Services Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
What Is Edelman Financial Services?
Ric Edelman has been named the # 1 financial advisor in the country by Barron's*, the prestigious Wall Street weekly publication and has made the list of the Top 100 Independent Financial Advisors for the past seven years (2004-2010). The ranking is based on assets under management, revenues the advisors generate for their firms, and the quality of their practices. All of our financial advisors share Ric's methodology as well as his commitment to our clients. This expertise and dedication has helped make us one of the largest investment and financial planning firms in America Our Chairman and CEO, Ric Edelman, is one of the most respected experts in the industry. The approach to personal finance that he's developed over the past 20 years is used throughout our firm. We listen carefully, and use our deep understanding of today's economic issues to offer comprehensive advice specifically tailored to each client. But don't take our word for it. For decades, Ric and his team have been the go-to source for trusted financial advice. Come discover what we can do for you.
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Total Funding
1924
Number of Employees
$350.2M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Edelman Financial Services News
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Suzanne van Staveren has stepped down as chief financial officer of the Personal Financial Management Group at Goldman Sachs to join the RIA...
Van Staveren, who has more than 20 years of experience in leadership positions within the financial services industry, will oversee a team...
Financial planning startup SigFig has for the most part been flying under the radar since it launched a couple of years ago. But now it’s ready to get serious about expanding and supporting a growing number of customers, with the help of its new head of operations Steve Lifgren. SigFig uses big ...
Other Companies in Sunnyvale
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | N/A | 1932 | -7% | $390M |
#2 | $713.3M | 2445 | 10% | $498.2M |
#3 | $731.6M | 2508 | 11% | $498.2M |
#4 | $525.8M | 2590 | 22% | N/A |
#5 | $1791.3M | 3937 | 5% | N/A |