Insights

Acquisition Driven Growth The firm shows an acquisition driven growth pattern, including the 2018 merger with Financial Engines and a subsequent acquisition, plus the launch of a retirement plan platform, indicating openness to partnerships, integrations, and cross sell opportunities.

Retirement Platform Focus Recent expansion into retirement plan participants signals a ready market for retirement focused services; opportunities exist to offer plan administration, fiduciary tools, or advisor support to employers seeking outsourced capabilities.

MarTech Adoption Potential Active use of digital marketing and analytics tools such as Crazy Egg, Google Tag Manager, AddThis, Google Maps, and Google Fonts API suggests a sophisticated online presence and potential to expand marketing technology services, UX optimization, or analytics consulting.

Scale Enablement Opportunity With minimal headcount and low revenue, there is a clear angle for scalable back office, compliance, and advisory technology solutions to support growth without large hiring expenditures.

Brand Credibility Leverage Ric Edelman’s strong personal brand as a top independent advisor provides a unique credibility asset that can be leveraged in co marketing, executive advisory partnerships, and strategic discussions with larger firms.

Similar companies to Edelman Financial Advisors, LLC

Edelman Financial Advisors, LLC Tech Stack

Edelman Financial Advisors, LLC uses 8 technology products and services including Facebook Pixel, Google Fonts API, Lightbox, and more. Explore Edelman Financial Advisors, LLC's tech stack below.

Facebook Pixel
Analytics
Google Fonts API
Font Scripts
Lightbox
Javascript Libraries
jQuery
Javascript Libraries
Google Maps
Maps
Google Tag Manager
Tag Management
Microsoft ASP.NET
Web Frameworks
AddThis
Widgets

Media & News

Edelman Financial Services merged with Edelman Financial Engines, LLC on Jan 1st '18.
It is the firm's second acquisition since Edelman Financial Services merged with Financial Engines in 2018, and it satisfies two of the firm’s top growth priorities, according to Jason Van de Loo, executive vice president and head of Wealth Planning and Earlier this year, Edelman launched a new platform serving retirement plan participants that will be employed by its new retirement plan advisors.
Aug 04, 2022 | www.wealthmanagement.com

Edelman Financial Advisors, LLC's Email Address Formats

Edelman Financial Advisors, LLC uses at least 1 format(s):

Edelman Financial Advisors, LLC Email Formats	Example	Percentage
FLast@edelmanfinancial.com	JDoe@edelmanfinancial.com	78%
First.Last@edelmanfinancial.com	John.Doe@edelmanfinancial.com	21%
First.Middle@edelmanfinancial.com	John.Michael@edelmanfinancial.com	1%

Frequently Asked Questions

Where is Edelman Financial Advisors, LLC's headquarters located?

Edelman Financial Advisors, LLC's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is Edelman Financial Advisors, LLC's phone number?

You can contact Edelman Financial Advisors, LLC's main corporate office by phone at

+1-713-993-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Edelman Financial Advisors, LLC's official website and social media links?

Edelman Financial Advisors, LLC's official website is edelmanfinancial.com and has social profiles on LinkedIn.

What is Edelman Financial Advisors, LLC's NAICS code?

Edelman Financial Advisors, LLC's NAICS code is 7211 - Traveler Accommodation.

How many employees does Edelman Financial Advisors, LLC have currently?

As of December 2025, Edelman Financial Advisors, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Chief Information Security Officer: B. C.Head Soccer Coach: K. V.Owner: B. P.. Explore Edelman Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Edelman Financial Advisors, LLC belong to?

Edelman Financial Advisors, LLC operates in the Hospitality industry.

What technology does Edelman Financial Advisors, LLC use?

Edelman Financial Advisors, LLC's tech stack includes Facebook PixelGoogle Fonts APILightboxjQueryGoogle MapsGoogle Tag ManagerMicrosoft ASP.NETAddThis.

What is Edelman Financial Advisors, LLC's email format?

Edelman Financial Advisors, LLC's email format typically follows the pattern of FLast@edelmanfinancial.com. Find more Edelman Financial Advisors, LLC email formats with LeadIQ.

Edelman Financial Advisors, LLC

Q: What technology does Edelman Financial Advisors, LLC use?

Edelman Financial Advisors, LLC's tech stack includes YUI, Snowplow, AddThis, yepnope.js, Google Tag Manager.

Q: What is Edelman Financial Advisors, LLC's NAICS code?

Edelman Financial Advisors, LLC's NAICS code is 7211 (Traveler Accommodation).

HospitalityUnited States0-1 Employees

In terms of market positioning, Edelman Financial Advisors positions itself within the independent advisory segment, aiming to serve clients who prefer objective, fee-aware guidance and personalized financial planning. The company has pursued strategic growth through acquisitions to expand its platform and services, including the integration of Edelman Financial Services with Edelman Financial Engines, LLC, and the development of a retirement plan platform intended for plan participants and their advisors. The firm’s recent activity reflects an emphasis on broadening advisory capabilities and retirement planning offerings within the U.S. market.