Join Us

A Different Kind of Firm

• Ability to become an owner of our private stock
• Family and employee-owned
• On-site transition support
• Client-first priority, followed by employees, and owners
• No call centers; able to reach home office staff directly by phone or email
• No account minimums
• No requirement to sell bank products
• No one-size-fits-all business model
• No changes to the compensation grid since opening in 2008
• No short- or long-term debt
• Entrepreneurial, fast-growing
• Low advisor turnover
• Fun is part of the firm’s mission statement
• Golden Rule culture, family atmosphere
• State-of-the-art technology, including a robust mobility platform

As you can probably tell, we love our company and it shows. It just feels right at Edwards.

But that’s not all. Did you know we offer:

• A highly competitive transition offer with an initial payment and five growth bonuses?
• Personalized transition assistance?
• Average transition time: 90 days?
• Average AUM transitioned 90%?

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

Serving more than 300 advisors with over $40 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.

We support advisors in the business model of their choice through Benjamin F. Edwards, our full-service investment management firm; and Edwards Wealth Management, our Registered Investment Advisor (RIA).