For Shareholders

Quite proudly, Benjamin F. Edwards is a growing full-service broker dealer, RIA and investment banking group with a legacy spanning over 135 years and five generations of the Edwards Family. We are privately held and independent. We hold no debt and our ownership consists of employees, family and friends of the firm.

Our client-first mission is grounded in the Golden Rule. 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.

Founded in 2008, we opened our first branch office in August 2009, and established our first RIA affiliation in February 2019. We celebrate surpassing over 90 offices in 30 states, with almost 300 financial advisors and over 600 employees.

We are proud to have grown our privately-held firm and take immense pride in Benjamin F. Edwards’ solid financial standing.

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Benjamin F. Edwards® & Co. (“BFE”) is a dually-registered broker-dealer and investment adviser and member of FINRA and SIPC, and its affiliate Benjamin F. Edwards Wealth ManagementSM LLC, d/b/a Edwards Wealth ManagementSM (“EWM”) is an SEC-registered investment adviser. BFE and EWM are affiliates through their common ownership by Benjamin Edwards, Inc. Depending on the context, the names “Benjamin F. Edwards®”, “Benjamin Edwards” or “Edwards” can refer to either EWM, BFE or both.