Take 30 seconds 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
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
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!