BF
Registered Financial Client Associate
Benjamin F. Edwards
Leawood, Kansas, US
A privately held wealth management firm with 300+ advisors and 100+ US branches offering personalized wealth management, investment advisory and financial planning to individuals and families.
Benjamin F. Edwards & Co. is a privately held wealth management firm headquartered in St. Louis, Missouri. Operating as a dually-registered broker-dealer and investment adviser and a member of FINRA and SIPC, it provides personalized wealth management, investment advisory and financial planning services to individuals and families. The firm was founded in 2008 by Tad Edwards during the financial crisis, drawing on a family legacy in the securities business of nearly 140 years and six generations.
The firm employs more than 300 advisors across over 100 branch locations in the United States and reports assets under management of $42-50 billion. Investment advisory services are delivered through Benjamin F. Edwards Wealth Management LLC, affiliated through common ownership with Benjamin Edwards, Inc. Its offerings comprise tailored wealth management aimed at building and preserving financial legacies, investment advisory and comprehensive financial planning.
Benjamin F. Edwards is owned by employees, family and friends and carries no debt. Its stated stakeholder hierarchy places clients first, followed by employees and then owners, and its operating philosophy is described in terms of trust, integrity and mutual respect.