

One of the largest independent financial planning firms in the nation
Edelman Financial Services's Net Promoter Score (NPS) is a 0 with 33% Promoters, 34% Passives, and 33% Detractors. Net Promoter Score tracks whether Edelman Financial Services's customers would recommend using the product based on a scale of -100 to 100.
| 33% | Promoters |
|---|---|
| 34% | Passives |
| 33% | Detractors |
| Summary | Date | Score |
|---|---|---|
Jul 2020 0 | Jul 2020 | 0 |
Feb 2023 -50 | Feb 2023 | -50 |
Sep 2024 0 | Sep 2024 | 0 |
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
100% of Edelman Financial Services users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Edelman Financial Services has an overall Product Quality score of 3.2 out of 5 stars rated by its users and customers.
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Edelman Financial Services’s product quality score is a 3.2 out of 5 as rated by its users and customers.
Edelman Financial Services has a value for money and ROI score of 3.5 out of 5 stars rated by its users and customers.
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Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Edelman Financial Services has an overall Customer Service score of 4.5 out of 5 stars rated by its users and customers.
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Fairfax, VA United States of America
http://www.edelmanfinancial.com/
Edelman Financial Services has a 3.0/5 stars for its overall company culture rated by their employees

In the Top 40% of Similar Sized Companies on Comparably.
Edelman Financial Services scored a 0 for Net Promoter Score and a -17 for Employee Net Promoter Score. NPS gauges how likely a customer of Edelman Financial Services would recommend the brand to a friend. ENPS measures how likely Edelman Financial Services employees would recommend working at Edelman Financial Services to a friend.
| 33% | Promoters |
|---|---|
| 34% | Passive |
| 33% | Detractors |
| 33% | Promoters |
|---|---|
| 17% | Passive |
| 50% | Detractors |