Summary

Ric Edelman LLC

Founded in 1985

Description

Edelman Financial Engines is a financial advisory firm founded by Ric Edelman, a three-time ranked #1 independent advisor in the nation by Barron's.

Strengths

  • Ric Edelman LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Ric Edelman LLC was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average

Annual Revenue

Ric Edelman LLC's annual revenue

$786233000

Based on Kona Equity data

  • Revenue per employee

    $515563

  • Variance of revenue growth

    49.2

  • Annual revenue growth since founding

    $20159821

  • Revenue growth rate from first known quarter to current

    1753.2%

Employee Count

1525 employees

  • Employee growth rate from first known quarter to current

    1570.0%

Executives

David Habashy

Innovation Vice President, Development

d**@ricedelman.com

Joann Prout

Director, Procurement Strategic Sourcing

j**@ricedelman.com

Drew Johnston

Division Chief Financial Officer, Retail

d**@ricedelman.com

Rick Berry

Chief Financial Officer

r**@ricedelman.com

Letha Steffey

Chief Marketing Officer

l**@ricedelman.com

Andrea Shafran

Manager, Compliance

a**@ricedelman.com

Jack Repa

Chief Compliance Officer

j**@ricedelman.com

Chris Athey

Senior VP, Investments

c**@ricedelman.com

Lawrence Raffone

CEO

l**@ricedelman.com

Mallory Dinis

Director, Financial Planning

m**@ricedelman.com

Joseph Lunn

Director, Financial Planning

j**@ricedelman.com

Josh Andreasen

Financial Planning Analyst

j**@ricedelman.com

Joe Nedder

Executive VP, Chief Operations & Human Resources Officer

j**@ricedelman.com

Christopher Jones

Chief Investment Officer

c**@ricedelman.com

Michael Chang

Head of Operations, Enablement

m**@ricedelman.com

Trisha Posser

Project Manager, Enterprise

t**@ricedelman.com

Bryan Kiernan

Financial Planner

b**@ricedelman.com

Andrew Tilli

Chief Information Security Officer

a**@ricedelman.com

Murugesan Alagusundaram

Staff Data Engineer

m**@ricedelman.com

Jon Isaacson

Chief Financial Officer

j**@ricedelman.com

Lee Antone

Executive VP & General Counsel

l**@ricedelman.com

Robert Blakley

Controller & Chief Accounting Officer

r**@ricedelman.com

Jason Loo

Head Executive VP, Retail & Marketing

j**@ricedelman.com

Qahir Lakha

Product Manager & HUB Planner

q**@ricedelman.com

Hamesh Chawla

Executive VP & Chief Product & Technology Officer

h**@ricedelman.com

Andrew Band

Director, Financial Planning

a**@ricedelman.com

Pravin Shah

Self Employed

p**@ricedelman.com

Phillip Weinstein

Director, Financial Planning

p**@ricedelman.com

Lesley Roberts

Chief Administrative Officer

l**@ricedelman.com

Phone Engines

President & Chief Executive Officer

p**@ricedelman.com

Michael Corwin

Vice President, Head of Workforce Planning, and Chief of Staff To the Chief Operating Officer

m**@ricedelman.com

Michael Campbell

Executive VP, Product & Technology

m**@ricedelman.com

Domenico Conti

Controller

d**@ricedelman.com

Lewis Antone

Chief Compliance Officer

l**@ricedelman.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    2.04 M

  • Page views per visitor

    4.0

  • Daily time

    3:45

  • Bounce Rate

    175.0 %

Location

4000 Legato Rd. 9Th Fl. 
Fairfax, VA  22033

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Key Information

  • SIC: 62; 6211
  • NAICS: 523; 52393
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Ric Edelman LLC.

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Frequently Asked Questions

Where is Ric Edelman LLC located?

Ric Edelman LLC's headquarters are located at 4000 Legato Rd. 9Th Fl.  Fairfax, VA  22033.


What is Ric Edelman LLC's official website?

Ric Edelman LLC's official website is ricedelman.com


What is Ric Edelman LLC's revenue?

Ric Edelman LLC's annual revenue is $786.2 M.


What is Ric Edelman LLC's SIC code?

Ric Edelman LLC's SIC: 62; 6211


What is Ric Edelman LLC's NAICS code?

Ric Edelman LLC's NAICS: 523; 52393.


How many employees does Ric Edelman LLC's have?

Ric Edelman LLC has 1525 employees


What industry does Ric Edelman LLC belong to?

Ric Edelman LLC is in the industry of Investment management.

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