SeeBITDAOklahoma

Edward Jones-Financial Advisor: Rick Silman

Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Leadership
Owner not found yet
We haven't found the owner in public records
Some signs of a sale

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical financial advisors business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

Signs of a sale Some signs of a sale

  • In business 31 years (since 1995)

From public records and the company's website, not a statement that it's for sale.

What they do

Rick Silman is a Financial Advisor with Edward Jones, accepting new clients with $500,000 plus, focusing on retirement income, wealth, estate and legacy strategies, entrepreneurs and business owners, and values and faith based investing.

Products & services
Retirement Income StrategiesWealth StrategiesEstate & Legacy StrategiesValues and Faith Based Investing
Markets served
Entrepreneurs & Business Owners
Certifications
CFP®CERTIFIED FINANCIAL PLANNER®

From the company's website. Industry: Financial advisors.

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Edward Jones-Financial Advisor: Rick Silman
this business
$1.1M$439K—
Edward Jones - Financial Advisor: Brett A James
Broken Arrow
$1.1M$439K0.4 mi
Robert Dickinson-Modern Woodmen of America
Broken Arrow
$1.1M$439K1.0 mi
BONHAM AGENCY LLC
Broken Arrow · 1 employees
$180K$69K1.0 mi
ROECKER INSURANCE SOLUTIONS LLC
Broken Arrow · 1 employees
$406K$156K1.1 mi
Nickolas Ward Insurance Agency
Coweta
$806K$310K1.6 mi
Summit Commercial Capital
Broken Arrow
$1.1M$439K1.7 mi

The full calculation

Figures are shown toward the upper part of their range rather than at its middle.

Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.

Estimated value = EBITDA × typical sale multiple$1.3M
Multiple for this size and industry3×
Value range$437K – $2.1M

This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.

Revenue range$443K – $1.4M
EBITDA range$182K – $596K
Industry (NAICS)Portfolio Management and Investment Advice (523940)

EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.

Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology

Public records

Matched to this business by name and address from public government data; a match can occasionally be wrong.

About Edward Jones-Financial Advisor: Rick Silman

Edward Jones-Financial Advisor: Rick Silman is a financial advisors company in Broken Arrow, Oklahoma, in business since 1995. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).

Common questions

Who owns Edward Jones-Financial Advisor: Rick Silman?
The owner of Edward Jones-Financial Advisor: Rick Silman isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
How much revenue does Edward Jones-Financial Advisor: Rick Silman make?
SeeBITDA estimates Edward Jones-Financial Advisor: Rick Silman's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
What is Edward Jones-Financial Advisor: Rick Silman worth?
About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
When was Edward Jones-Financial Advisor: Rick Silman founded?
Edward Jones-Financial Advisor: Rick Silman has been in business since 1995.