Dz’s Names ѨƵ America’s Top Independent Registered Investment Advisor for the Fifth Consecutive Year
BOSTON, September 19, 2022 -ѨƵ (EFE) has been named the nation’s top independent Registered Investment Advisor (RIA) byfor the fifth consecutive year.1
“To be recognized by Dz’s as the top RIA in the nation for five years standing is an extraordinary honor,” said Larry Raffone, president and CEO of ѨƵ. “We are grateful for the trust and confidence placed in us by more than 1.3 million clients across the country. Every day we strive for excellence in service of our clients. And because of them, we are fortunate to be receiving this distinction again.”
Dz’s ranked RIAs based on a variety of qualitative and quantitative criteria, including assets under management and client retention which we believe reflect the quality of our practice and the client experience.
“Our firm’s long and distinguished legacy was built upon a simple but important principle – to keep our clients’ interests at the center of everything we do, as we work to help more people move their financial lives forward,” said Jason Van de Loo, head of Wealth Planning and Marketing. “It’s an honor for Dz’s to continue to recognize the high-quality financial planning and investment advice we provide and its impact on our clients and the industry.”
Methodology
The Dz’s rankings are based on data compiled from a 145-question survey applied to their formula. The 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
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About ѨƵ
Since 1986, ѨƵ has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1with 145+ offices2across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows ѨƵ to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1.The Dz’s 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2.ѨƵ data, as of Dec. 31, 2022.
3.ѨƵ data, as of September 30, 2023.
