History

President Abraham Lincoln appoints Albert Gallatin Edwards, the great-great-grandfather of our current CEO, to Assistant Secretary of the Treasury for the Sub-Treasury Bank in St. Louis

1887

Albert Gallatin Edwards establishes A.G. Edwards & Sons at the age of 75 with his son, Benjamin Franklin Edwards I. The firm is the only brokerage in St. Louis that works with local banks to place trades on the New York Stock Exchange.

1898

A.G. Edwards & Sons purchases a seat on the New York Stock Exchange.

1925

Presley Edwards, son of Benjamin F. Edwards I, joins A.G. Edwards.

1929

Presley Edwards is named managing partner of A.G. Edwards 
and leads the firm during the Great Depression.

1966

Benjamin F. Edwards III, Tad’s father, assumes leadership of A.G. Edwards from Presley Edwards, Tad’s grandfather.

1971

A.G. Edwards issues stock and goes public.

1977

Tad Edwards joins A.G. Edwards.

2008

Following the A.G. Edwards acquisition, Benjamin F. Edwards was founded by Tad Edwards, our current CEO.

2009

Edwards opens its first branch in Springfield, Missouri.

2014

Edwards crosses $15 billion in Assets Under Management (AUM).

2019

Establishment of Edwards Wealth Management, our firm for independent advisors.

2022

Launch of Edwards Equity Portfolios, expanding the firm’s discretionary advisory platform.

2023

Edwards celebrates 15 years since being reestablished with over 90 offices and 300+ financial advisors in over 30 states.

2024

Edwards celebrates the opening of its 100th location and is recognized as the #1 Mid-Size Workplace Nationally by USA Today.

2025

Edwards named as a Top Workplace by USA TODAY and
Inc. Magazine. Edwards crosses $50 billion in Assets Under Management (AUM).