Hear from Benjamin F. Edwards’ own advisors on what it’s like to serve clients, build a career with the firm and be part of the Edwards work family.

One Edwards/Two Approaches


We free you to do the work you love by helping let go of the work you don’t.

Marty Altenberger
email Marty
(314) 480-1108

Charlie Schwartz

Charlie Schwartz
email Charlie
(314) 480-3628

Josh Hayes - Vice President

Josh Hayes
email Josh
(314) 480-3224

Matt Waltrop

Matt Waltrop
email Matt
(410) 236-4879

A Different Kind of Firm

  • Client-first priority, followed by employees, and owners
  • No call centers; able to reach home office staff directly by phone or email
  • 1:1 advisor-to-employee ratio
  • 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
  • Privately held, allowing more flexibility for advisors
  • 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 $39 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).

We free you to do the work you love by helping let go of the work you don’t.