SANTA CLARA, Calif.–(BUSINESS WIRE)–Edelman Monetary Engines has been named the nation’s prime unbiased Registered Funding Advisor (RIA) by Barron’s for the fourth consecutive 12 months.
“We’re proud to proceed our legacy as the highest RIA within the nation,” mentioned Larry Raffone, President and CEO of Edelman Monetary Engines. “The sophistication and attain of our personalised planning platform permits us to serve shoppers wherever they’re of their monetary journey. I’m extraordinarily happy with the Edelman Monetary Engines group and grateful for the belief positioned in us by our 1.3 million shoppers and greater than 820 main employers.” 1
Barron’s ranked RIAs primarily based on a wide range of qualitative and quantitative standards, together with property underneath administration, consumer retention, high quality of follow and advisors’ expertise.
“All through the previous 12 months, our planning groups have been steadfast of their dedication to shoppers, serving to them attain their monetary objectives in such an unpredictable setting,” mentioned Jason Van de Bathroom, head of the agency’s retail enterprise. “We’re happy with this continued recognition from Barron’s and can proceed to paved the way for innovation and excellence inside the business.”
For extra details about Edelman Monetary Engines, please go to www.EdelmanFinancialEngines.com.
The Barron’s rankings are primarily based on knowledge compiled from a 90-question survey utilized to their components. The rankings components options three main classes, together with (1) property, (2) income and (3) high quality of follow. The components additionally included knowledge on know-how spending, workers range and succession planning.
About Edelman Monetary Engines
Since 1986, Edelman Monetary Engines has been dedicated to at all times appearing in one of the best pursuits of our shoppers. We had been based on the assumption that every one traders – not simply the rich – deserve entry to personalised, complete monetary planning and funding recommendation. In the present day, we’re America’s prime unbiased monetary planning and funding advisor, acknowledged by Barron’s,1 with 150+ places of work2 throughout the nation and entrusted by greater than 1.3 million shoppers to handle greater than $289 billion in property.3 Our distinctive strategy to serving shoppers combines our superior methodology and proprietary know-how with the eye of a devoted private monetary planner. Each consumer’s scenario and objectives are distinctive, and the highly effective fusion of high-tech and high-touch permits Edelman Monetary Engines to ship the non-public plan and monetary confidence that everybody deserves. Go to us at www.EdelmanFinancialEngines.com.
1 As of June 30, 2021.
2 The 2021 High 100 Unbiased Advisory Agency Rating issued by Barron’s is qualitative and quantitative, together with property managed, the scale and expertise of groups, and the regulatory data of the advisers and companies. Corporations elect to take part, however don’t pay to be included within the rating. Investor expertise and returns are usually not thought of. The 2018 rating refers to Edelman Monetary Companies, LLC, which mixed its advisory enterprise in its entirety with Monetary Engines Advisors L.L.C. (FEA) in November 2018. For a similar survey, FEA obtained a precombination rating of twelfth.
3 As of Dec. 31, 2020.
4 As of June 30, 2021.
© 2021 Edelman Monetary Engines, LLC. Edelman Monetary Engines® is a registered trademark of Edelman Monetary Engines, LLC. All advisory companies provided by way of Monetary Engines Advisors L.L.C. (FEA), a federally registered funding advisor. Outcomes are usually not assured.