Updated October 31, 2023
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Benjamin F. Edwards & Company, Inc.

Investment Advisor Firm
Total assets under management$11B
Years in business16+

About Benjamin F. Edwards & Company, Inc.

Benjamin F. Edwards, founded in 2008, is a dynamic, national wealth management firm dedicated to prioritizing clients' best interests. The firm boasts a comprehensive approach, managing a traditional full-service brokerage and an independent advisory arm in Edwards Wealth Management. They aim to offer the proper framework for every advisor and client.

With a rich legacy spanning 130 years and five generations, Benjamin F. Edwards is a privately held, debt-free, and independent firm owned by employees, family, and friends. Their client-centric mission is rooted in the Golden Rule, focusing on providing financial advisors the independence to serve clients uniquely and the accessibility to foster meaningful relationships while surpassing expectations.

The core values of Benjamin F. Edwards are deeply embedded in their history, emphasizing independence, accessibility, the pursuit of excellence, and the importance of having fun. This vibrant, growing firm focuses on empowering advisors to provide personalized, trustworthy investment advice and is dedicated to supporting their financial advisors through advanced and comprehensive resources.

Pricing options

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Planning
  2. Investment Banking

More about Benjamin F. Edwards & Company, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
146936423

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Pricing options

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