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Firm profile

Benjamin F. Edwards & Company, Incorporated

ST. LOUIS, MOCRD 146936Latest ADV March 31, 2026

Benjamin F. Edwards & Company, Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in St.

Assets Under Management
$18.9B
Employees
755
Offices
100 offices
Total Clients
33,057
Primary office
ST. LOUIS, MO
ONE NORTH BRENTWOOD BOULEVARD, SUITE 850, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOBenjamin Franklin Iv Edwards
CCOKatelyn Clare Stevens
CCOMatthew Paul Muckler

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.7% of total clients.
Top client categories% of clientsClients
1
Individuals
97.7%
32,288
2
HNWI
0.7%
244
3
Corporations
0.7%
226
4
Pension Plans
0.6%
203
5
Charitable
0.3%
96
Categories with <5 clients
INVESTMENT CLUB<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$18.9Bas of March 31, 2026
Discretionary67.5%
$12.8B
68% of total RAUM67.5%
Non-discretionary32.5%
$6.1B
32% of total RAUM32.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$18.9B
Total Accounts55,423
10Y AUM Change+$13.6B (+257.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees755
Clients per Employee44:1
10Y Employee Change+414 (+121.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.