Edelman Wealth Management Group was founded by Scott D. Edelman, who saw that people were not getting the advice they needed to feel secure in their financial future. Scott started his own firm in 1996 and focused on helping people feel that they could realize their lifestyle and financial goals. Edelman Wealth Management Group was created with the idea that clients were family, not investment accounts. Individual stories mattered more than collective wealth. Today the team provides personalized insurance and wealth management to clients around the nation. Signator Practice of the Year for 2018 Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.
View Top Employees from Edelman Wealth Management Group, Inc.| Website | http://www.edelmanwealthmanagement.com |
| Revenue | $1 million |
| Employees | 9 (7 on RocketReach) |
| Founded | 1996 |
| Address | 1790 Yardley-langhorne Rd Ste 202, Yardley, Pennsylvania 19067, US |
| Technologies |
JavaScript,
HTML,
Twitter
+27 more
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| Industry | Financial Services, Insurance |
| SIC | SIC Code 64 Companies, SIC Code 641 Companies |
| NAICS | NAICS Code 52421 Companies, NAICS Code 524210 Companies, NAICS Code 5242 Companies, NAICS Code 524 Companies, NAICS Code 52 Companies |
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Edelman Wealth Management Group, Inc. Questions
The Edelman Wealth Management Group, Inc. annual revenue was $1 million in 2024.
Stacy Brilliant is the COO of Edelman Wealth Management Group, Inc..
7 people are employed at Edelman Wealth Management Group, Inc..
Edelman Wealth Management Group, Inc. is based in Yardley, Pennsylvania.
The NAICS codes for Edelman Wealth Management Group, Inc. are [52421, 524210, 5242, 524, 52].
The SIC codes for Edelman Wealth Management Group, Inc. are [64, 641].
Top Edelman Wealth Management Group, Inc. Employees
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35
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Stephanie Edelman
Director of Marketing at Edelman Wealth Management Group, Inc.
Morrisville, PA, US12 -
25+
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21
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ViewBrian Murphy
Financial Advisor at Edelman Wealth Management Group, Inc.
Philadelphia, Pennsylvania, United States
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