Wealth Manager
    SEC Registered
    Manages Private Funds

    Benjamin F. Edwards & Company, Incorporated

    Registered investment advisor · St. Louis, Missouri · CRD #146936

    Assets Under Management
    $18.9B
    Client Accounts
    55,423
    Employees
    755
    CRD Number
    146936
    Registration
    SEC Registered
    Custodian
    Pershing Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Benjamin F. Edwards & Company, Incorporated

    Benjamin F. Edwards & Co. is an independent wealth management firm based in St. Louis, Missouri. Founded in 2008 by Benjamin F. (Tad) Edwards IV, the firm has roots tracing back to 1887 with A.G. Edwards & Sons. It operates with a client-first philosophy and emphasizes integrity and advisor independence. The company is debt-free and owned by its employees, advisors, and the Edwards family. The firm has expanded significantly, now operating 100 locations across 34 states and managing $47 billion

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Benjamin F. Edwards & Company, Incorporated's AUM?

    Benjamin F. Edwards & Company, Incorporated reports approximately $18.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Benjamin F. Edwards & Company, Incorporated headquartered?

    Benjamin F. Edwards & Company, Incorporated is headquartered in St. Louis, Missouri.

    What is Benjamin F. Edwards & Company, Incorporated's CRD number?

    Benjamin F. Edwards & Company, Incorporated's CRD number is 146936. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Benjamin F. Edwards & Company, Incorporated manage?

    Benjamin F. Edwards & Company, Incorporated manages approximately 55,423 client accounts according to its latest SEC filing.

    Is Benjamin F. Edwards & Company, Incorporated SEC registered?

    Yes, Benjamin F. Edwards & Company, Incorporated is registered with the SEC as an investment adviser with an approved registration status.

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