EDELMAN FINANCIAL SERVICES, LLC
CRD #113299 SEC #801-64567 FAIRFAX, VA 703-818-0800
SEC Registered Disclosures
Total AUM
$21.7B
Discretionary
$21.7B
Employees
434
Clients
--
Accounts
85,909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2018 | $21.7B | $21.7B | $0 | 434 | 0 |
| Apr 2018 | $21.7B | $21.7B | $0 | 434 | 0 |
| Mar 2018 | $21.7B | $21.7B | $0 | 435 | 0 |
| Jan 2018 | $21.4B | $21.4B | $0 | 431 | 0 |
| Dec 2017 | $21.4B | $21.4B | $0 | 431 | 0 |
| Mar 2017 | $17.8B | $17.8B | $0 | 431 | 31,900 |
| Feb 2017 | $14.9B | $14.9B | $0 | 397 | 29,000 |
| Jan 2017 | $14.9B | $14.9B | $0 | 397 | 29,000 |
| Jul 2016 | $14.9B | $14.9B | $0 | 397 | 29,000 |
| Apr 2016 | $14.9B | $14.9B | $0 | 397 | 29,000 |
| Mar 2016 | $14.9B | $14.9B | $0 | 397 | 29,000 |
| Jan 2016 | $14.4B | $14.4B | $0 | 339 | 25,500 |
| Oct 2015 | $14.4B | $14.4B | $0 | 339 | 25,500 |
| Oct 2015 | $14.4B | $14.4B | $0 | 339 | 25,500 |
| Aug 2015 | $14.4B | $14.4B | $0 | 339 | 25,500 |
| Mar 2015 | $14.4B | $14.4B | $0 | 339 | 25,500 |
| Aug 2014 | $13.1B | $13.1B | $0 | 282 | 21,600 |
| Mar 2014 | $11.6B | $11.6B | $0 | 282 | 21,600 |
| Dec 2013 | $11.1B | $11.1B | $0 | 306 | 17,300 |
| Jun 2013 | $8.5B | $8.5B | $0 | 306 | 17,300 |
| Apr 2013 | $8.5B | $8.5B | $0 | 306 | 17,300 |
| Feb 2013 | $7.1B | $7.1B | $0 | 259 | 14,500 |
| Oct 2012 | $7.1B | $7.1B | $0 | 51 | 14,500 |
| Oct 2012 | $7.1B | $7.1B | $0 | 51 | 14,500 |
| Jun 2012 | $7.1B | $7.1B | $0 | 51 | 14,500 |
| Mar 2012 | $7.1B | $7.1B | $0 | 51 | 14,500 |
| Jul 2011 | $6.4B | $5.9B | $523.2M | 51 | -- |
| Mar 2011 | $6.4B | $5.9B | $523.2M | 51 | -- |
| May 2010 | $4.5B | $4B | $478M | 51 | -- |
| Sep 2009 | $4B | $3.6B | $474.8M | 51 | -- |
| Mar 2008 | $3.7B | $3.7B | $0 | -- | -- |
| Sep 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Mar 2007 | $1.8B | $1.8B | $0 | -- | -- |
| Jan 2007 | $372.5M | $372.5M | $0 | -- | -- |
| Feb 2006 | $25M | $25M | $0 | -- | -- |
| Dec 2005 | $25M | $25M | $0 | -- | -- |
DateAug 2018
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees434
Clients0
DateApr 2018
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees434
Clients0
DateMar 2018
Total AUM$21.7B
Discretionary$21.7B
Non-Disc.$0
Employees435
Clients0
DateJan 2018
Total AUM$21.4B
Discretionary$21.4B
Non-Disc.$0
Employees431
Clients0
DateDec 2017
Total AUM$21.4B
Discretionary$21.4B
Non-Disc.$0
Employees431
Clients0
DateMar 2017
Total AUM$17.8B
Discretionary$17.8B
Non-Disc.$0
Employees431
Clients31,900
DateFeb 2017
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees397
Clients29,000
DateJan 2017
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees397
Clients29,000
DateJul 2016
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees397
Clients29,000
DateApr 2016
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees397
Clients29,000
DateMar 2016
Total AUM$14.9B
Discretionary$14.9B
Non-Disc.$0
Employees397
Clients29,000
DateJan 2016
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees339
Clients25,500
DateOct 2015
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees339
Clients25,500
DateOct 2015
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees339
Clients25,500
DateAug 2015
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees339
Clients25,500
DateMar 2015
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees339
Clients25,500
DateAug 2014
Total AUM$13.1B
Discretionary$13.1B
Non-Disc.$0
Employees282
Clients21,600
DateMar 2014
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees282
Clients21,600
DateDec 2013
Total AUM$11.1B
Discretionary$11.1B
Non-Disc.$0
Employees306
Clients17,300
DateJun 2013
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees306
Clients17,300
DateApr 2013
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees306
Clients17,300
DateFeb 2013
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees259
Clients14,500
DateOct 2012
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees51
Clients14,500
DateOct 2012
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees51
Clients14,500
DateJun 2012
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees51
Clients14,500
DateMar 2012
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees51
Clients14,500
DateJul 2011
Total AUM$6.4B
Discretionary$5.9B
Non-Disc.$523.2M
Employees51
Clients--
DateMar 2011
Total AUM$6.4B
Discretionary$5.9B
Non-Disc.$523.2M
Employees51
Clients--
DateMay 2010
Total AUM$4.5B
Discretionary$4B
Non-Disc.$478M
Employees51
Clients--
DateSep 2009
Total AUM$4B
Discretionary$3.6B
Non-Disc.$474.8M
Employees51
Clients--
DateMar 2008
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$372.5M
Discretionary$372.5M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees--
Clients--