Join A Winning Team Built by Advisors, for Advisors

Experience the Benjamin F. Edwards Difference

  • Freedom to address your clients’ needs on your terms without interference
  • No call centers; able to reach home office staff directly by phone or email
  • No requirement to sell bank products or cross-sell
  • Privately held, more flexibility for advisors

See more of the Benjamin F. Edwards difference…


Call Us Today: 314-450-7444

Explore More – Landing Page Contact
Name
Name
First Name
Last Name

Note: All communication will be kept strictly confidential!

Watch our Advisor Testimonials below to hear more personal stories from our advisors about the Benjamin F. Edwards Difference.

Start the conversation today with one of our transition experts!

Marty Altenberger

MARTIN W. “MARTY” ALTENBERGER
Branch Leadership
Ambassador
Email
(314) 480-1108

Regional Director, Managing Director – Investments, Branch Manager, Grand Rapids, MI

TODD BRANDSTADT
Executive Vice President
Director of Branches
Email
(844) 974-3001

BEN EDWARDS
Senior Vice President
Assistant Director of Branches
Email
(973) 254-2592

Josh Hayes

JOSH HAYES, CFP®
Vice President
Branch Development
Email
(314) 480-3224

Charlie Schwartz - Senior Vice President Senior Manager Branch Development - Benjamin F. Edwards

CHARLIE SCHWARTZ MBA, AAMS®, CRPC®
Senior Vice President
Senior Manager – Branch Development
Email
(314) 480-3628

Matt Waltrop

MATT WALTROP
Vice President
Branch Development
Email
(410) 236-4879

Ben Holman - Managing Director, Investment Banking Director, Business Development

BEN HOLMAN
Vice President
Branch Development
Email
(314) 326-4460

Truly, Different. Always Exceptional: Discover the Difference

  • No account minimums
  • No short- or long-term debt
  • No changes to the compensation grid since opening in 2008
  • Client-first priority; followed by employees, and owners
  • 1:1 advisor-to-employee ratio
  • Low advisor turnover
  • No one-size-fits-all business model
  • Entrepreneurial, fast-growing
  • Golden Rule culture, family atmosphere
  • State-of-the-art technology, including a robust mobility platform
  • Fun is part of the firm’s mission statement

What our Financial Advisors say

Did you know we offer?

Personalized transition assistance

  • Average transition time: 90 days

If you’re interested in joining a truly different kind of firm that puts the interests of advisors and their clients first, you’ve come to the right place.

Serving more than 300 advisors with over $42 billion in assets, Edwards has the institutional scale you expect to fully address all of your business needs and the ability to deliver the personal touch you deserve through concierge-level service.


Listen to a conversation with AdvisorHub’s CEO, Tony Sirianni and our own Tad Edwards – CEO, and Todd Brandstadt – Director of Branches at Benjamin F. Edwards.

Click on the podcast below.

A Conversation with Tad and Todd