Edelman Financial Services, LLC

Edelman Financial Services, LLC (CRD# 113299) is a financial advisory firm headquartered in Fairfax, VA. They manage $21,360,499,428 in 85,125 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    21,360
    MILLION
  • Total Number of Accounts
    85,125
    ACCOUNTS
  • Average Account Value
    $250,931
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Edelman Financial Services, LLC
Showing 1 - 10 of 314 top financial advisors.
1
Raymond F. Conlon
CRD#: 1967047
80 East Rio Salado Pkwy, Ste 515, Tempe, AZ 85281
101
Wealthminder
score
Raymond Conlon (CRD# 1967047) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Tempe, AZ and has over 27 years of experience in the finance industry. Raymond Conlon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jason J. Amos
CRD#: 5295656
4000 Legato Road, 9th Floor, Fairfax, VA 22033
96
Wealthminder
score

Jason Amos (CRD# 5295656) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 10 years of experience in the finance industry. Jason Amos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert J. Andreola
CRD#: 1924032
16 Chestnut Street, Suite 220, Foxboro, MA 02035
96
Wealthminder
score

Robert Andreola (CRD# 1924032) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Foxboro, MA and has over 29 years of experience in the finance industry. Robert Andreola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James S. Baker
CRD#: 3272916
4000 Legato Road, 9th Floor, Fairfax, VA 22033
96
Wealthminder
score

James Baker (CRD# 3272916) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Fairfax, VA and has over 18 years of experience in the finance industry. James Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David C. Balestriere
CRD#: 4790356
7900 Glades Road, Suite 310, Boca Raton, FL 33434
96
Wealthminder
score

David Balestriere (CRD# 4790356) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Boca Raton, FL and has over 13 years of experience in the finance industry. David Balestriere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William C. Beattie
CRD#: 4004028
7900 Glades Road, Suite 310, Boca Raton, FL 33434
96
Wealthminder
score

William Beattie (CRD# 4004028) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Boca Raton, FL and has over 18 years of experience in the finance industry. William Beattie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Marcelle A. Belisle
CRD#: 1618686
25 Burlington Mall Road, Suite 405, Burlington, MA 01803
96
Wealthminder
score

Marcelle Belisle (CRD# 1618686) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Burlington, MA and has over 31 years of experience in the finance industry. Marcelle Belisle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Emil G. Ben-David
CRD#: 5723861
1130 Rxr Plaza, Suite 1130, Uniondale, NY 11556
96
Wealthminder
score

Emil Ben-David (CRD# 5723861) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Uniondale, NY and has over 8 years of experience in the finance industry. Emil Ben-David has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Steven J. Bermack
CRD#: 4506813
650 From Road, Suite 460, Paramus, NJ 07652
96
Wealthminder
score

Steven Bermack (CRD# 4506813) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Paramus, NJ and has over 16 years of experience in the finance industry. Steven Bermack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Lance J. Blount
CRD#: 4625718
600 Anton Boulevard, Suite 1750, Costa Mesa, CA 92626
96
Wealthminder
score

Lance Blount (CRD# 4625718) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Costa Mesa, CA and has over 15 years of experience in the finance industry. Lance Blount has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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