Ric’s radio show has been on the air for more than 20 years and is heard throughout the country, enjoying more than 1 million listeners every week. The acclaimed Financial Advisor has been three times ranked the #1 Independent Financial Advisor in the nation.Ric is a #1 New York Times bestselling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011), and was named Book of the Year by Small Press magazine (1997). The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (October 2009). Ric’s eighth book, The Truth About Retirement Plans and IRAs, was published in April 2014.
Ric Edelman is Chairman and CEO of Edelman Financial Services LLC, a Registered Investment Adviser, and CEO, President and a Director of Pinnacle Summer Investments, Inc. He is an Investment Adviser Representative who offers advisory services through EFS and a Registered Principal of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC.1 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.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Edelman Financial Services LLC self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information which resulted in the rankings on Aug. 27, 2012/Aug. 28, 2010/Aug. 31, 2009.2 The Excellence in Financial Literacy Education (EIFLE) Awards are presented by the Institute for Financial Literacy, a leading financial counseling and education organization, in recognition of “innovation and quality of financial literacy education efforts.” The Axiom Business Book Awards are presented by Jenkins Group Inc., operators of IndependentPublisher.com. The APEX Awards for Publication Excellence are published by Communications Concepts, Inc.