We are a firm that values our legacy of family and colleagues who become family, and an environment and business model where all succeed through collaborative support.
To us, legacy isn’t only the past—it’s building an experience that prepares all of us, and our clients, for the future.
We free you to do the work you love by helping let go of the work you don’t.
Take a few minutes to learn if Benjamin F. Edwards is a good fit for your business.
A Different Kind of Firm
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 almost 300 advisors with over $30 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).
- Client-first priority, followed by employees, and owners
- Entrepreneurial, fast-growing
- No one-size-fits-all business model
- Having fun is part of the firm’s mission statement
- Practice the Golden Rule
- Privately held, allowing more flexibility for advisors
- Best-in-class technology
- No call centers; able to reach home office staff directly by phone or email
- No short- or long-term debt
As you can probably tell, we love our company and it shows. It just feels right at Edwards. Thank you for your interest. We look forward to meeting you!