At a Glance

Benjamin F. Edwards, based in St. Louis, Missouri, is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.

With a legacy spanning over 130 years and five generations, we believe in giving our financial advisors the independence to serve their clients the way they see fit, and the accessibility to build treasured relationships. We strive to exceed our clients’ expectations all while having fun.

TRUST. INTEGRITY. MUTUAL RESPECT.

These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.

Benjamin Edwards Wealth Management

$37 Billion

in AUM

 

300+

Advisors

79

Offices

30

States


OUR MISSION

To empower our financial advisors with the freedom to address their clients’ needs as they see fit in an atmosphere grounded in trust, integrity, and mutual respect.

Benjamin F. Edwards

Our approach preserves the best parts of working for an established firm, high-touch back-office service and support, solid technology, risk management and an experienced and collaborative family environment. Welcome to a place of boundless opportunity.

  • Personalized Service with a 1:1 Advisor to Employee Ratio
  • Direct Access to the leadership team and home office experts
  • Financially stable, no debt, privately held, fiercely independent
  • Concierge Service: More time to spend with clients. Less time on administrative burdens
  • State of the art technology including a robust mobility platform
  • A competitive suite of products and services
  • Ability to serve next generation investors without concern for account minimums
  • Personalized, onsite transition services
  • Long-term career & succession planning
  • 100% CFP course reimbursement

Edwards’ current transition offer is highly competitive, including both an initial payment and five growth bonuses.

  • Personalized transition assistance.
  • Average Transition Time: 90 days
  • Average AUM Transitioned: 90%

Edwards Wealth Management

Edwards Wealth Management (EWM) is our custody-agnostic enterprise RIA that helps independently owned advisory firms run their business more efficiently and serve clients more effectively. We are committed to client-first service and supporting advisors with the comprehensive resources needed to provide the informed and objective financial advice clients deserve.

EWM utilizes our consultative approach to help prospective business owners map their path to independence. We then work hand-in-hand with these advisors to launch their practice, successfully transition clients and then support them with institutional-quality middle and back office services. We also support seasoned independent advisors with these services, which include access to our investment management team, compliance and risk management, and our industry-leading, fully-integrated technology platform, to name a few. Our broker-dealer, Benjamin F. Edwards is also available to these advisors to accommodate clients’ investment needs such as insurance and annuities.

Grounded in the Golden Rule.

We believe in giving our financial advisors the independence to serve their clients the way they see fit, treating clients as they would like to be treated. We also give our financial advisors time to prioritize contact with clients, building treasured relationships in the process. We strive to exceed clients’ expectations all while fulfilling a key component of our mission statement: having fun.

Technology Solutions


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Learn Why More Informed Advisors Join Benjamin F. Edwards

Our competitive platform, resources, and an atmosphere where the advisor’s voice is not only heard but acted upon have attracted experienced advisors from various wirehouses, regionals, and other firms across the United States.

  • Highly competitive transition offer includes both an initial payment and five growth bonuses
  • Personalized transition assistance
  • Average Transition Time: 90 days
  • Average AUM Transitioned: 90%