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For the past 125 years, my family has been a leader in the investment industry. We believe the advisor-client relationship to be sacred. It cannot be outsourced or automated.

Tad Edwards
Founder, Chairman & CEO

About Us:

living our core values

Imagine working for a firm that is as committed to your clients as you are; a company where you are free to handle your clients’ accounts as you see fit, while backed by knowledgeable and experienced Home Office personnel. Consider the possibilities offered by an enterprise that relies on an innovative business model to deliver deep product and service solutions to your desktop and your mobile devices. Think of the boundless opportunities afforded by a firm that is free of debt and cherishes its independence. Envision a firm that empowers you to define your professional destiny on your terms and deliver the investment advice your clients expect – and deserve.

Imagine no more. Get in.
Benjamin F. Edwards & Co.
Learn more about Our Firm.

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This firm is as dedicated to my clients as I am. Here I am empowered – and expected – to do what’s right for my clients. That means I am able to concentrate solely on doing what I love most – helping my clients invest and plan for their future.

Rick Balmaseda, CFP®
Senior Vice President – Investments


our financial advisors

Our growing base of financial advisors reflects not only the appeal of our firm, its client-centric business model and entrepreneurial culture, but also showcases the efficient processes we have in place to help advisors transition their clients to Benjamin F. Edwards & Co. New advisors receive personalized attention throughout the process—particularly from the firm’s transition specialists who will be onsite with you through the initial stages of your move.


approximate numbers as of March 17, 2017
  • 63 branches
  • 26 states
  • 450 employees

We have the breadth of quality products that we need as we strive to objectively deliver outstanding investment solutions to our clients without any sales quotas or corporate directives.

Blake Dunlop
Managing Director – Investments,
Home Regional Manager


product and service solutions

Our financial advisors have access to a suite of investment product and service solutions that are designed to support your client’s goals and objectives from the most basic to the complex. Further, we do not offer financial products that are proprietary in nature, or have sales quotas. This means our financial advisors are free to make the recommendations that best suit their clients’ unique financial objectives.


  • Access to over 250 money manager strategies
  • Access to over 14,000 mutual funds
  • Access to a $500 million bond inventory²
  • $32 billion in street offerings³

¹ approximate numbers as of Q3 2015
² through BNY Capital Markets
³ through BondCentral (TMCBonds)

Investment Solutions

  • Advisory Programs
  • Alternative Investments
  • Cash Management
  • Fixed Income
  • Mutual Funds
  • Third-Party Securities Research
    available to our advisors

Product Solutions

  • Executive and Corporate Services
  • Lending Services
  • Online account Services

Planning Solutions

  • Education Planning
  • Financial Planning
  • Insurance & Annuities
  • IRAs & Retirement Plans
  • Trust Company Relationships

Coming to Ben Edwards reinvigorated me personally and energized my book of business. In fact, after four months, I was exceeding my “normal” monthly production by an average of 15 percent.

Libby Romack, CFP®
Branch Manager,
Senior Vice President – Investments


tools and technology

We leverage strategic partnerships with blue chip, third-party solution providers to deliver outstanding technology as well as compliance and operations support, without the burden of costly and inflexible legacy systems. This unique business model helps us continuously enhance our financial advisors’ capabilities to make smart investment decisions and act on them in a timely and efficient manner.


  • Scalability
  • Speed to market
  • Variable cost structure
  • Best-in-class features
  • Full mobility
¹ Financial Planning 2012 TECH Survey released on December 1, 2012
² Investment News Survey titled “Advisor Technology Trends” released in August, 2012

The technology is outstanding. Our open architecture, which ensures compatibility with my mobile devices like my smartphone and tablet, combined with management’s willingness to consider other services as needed, is wonderful.

Ward Petty
Managing Director – Investments,
Southeast Regional Manager

Contact Us:

get in at ben edwards

If you have experience in financial services, share a passion for client service and want to work in a culture based on trust, integrity, mutual respect and fun – we want to talk with you about opportunities with Benjamin F. Edwards & Co.

Marty Altenberger
Executive Vice President
Director of Branches

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