CRD: 146936
Benjamin F. Edwards & Company, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-2009
- Office Locations
- 106
Office Locations
About Benjamin F. Edwards & Company, Inc.
Benjamin F. Edwards is a private, St. Louis-based wealth firm supporting financial advisors through broker/dealer and RIA affiliation options. Advisors provide personalized, goal-based planning for clients and their families, with access to advisory services, annuities, cash management, IRAs, mutual funds, and business owner services. The firm pairs an entrepreneurial, family-style culture with a five-generation, 130-year legacy and was named a 2025 St. Louis Business Journal Best Place to Work.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 31, 2026, reported AUM increased 20.8%, from $15.7B to $18.9B.
Across 5 reported observations, AUM increased 52.6% between October 3, 2022 and March 31, 2026, from $12.4B to $18.9B.
Of the latest reported AUM, 67.5% is discretionary and 32.5% is non-discretionary.
The firm reports 450 advisory representatives and 33,080 clients, or 73.5 clients per representative. That equates to $571.8K in reported AUM per client.
The profile lists 106 reported office locations and 17 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Benjamin F. Edwards & Company, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Benjamin F. Edwards & Company, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TODD HEINRICH BRANDSTADT
Advisor, DIRECTOR
- CRD
- #2631699
- Ownership
- Less than 5%
BENJAMIN FRANKLIN EDWARDS
DIRECTOR, Financial Advisor, General Partner
- CRD
- #6670972
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
Unlock allContacts
JEREMIAH ACCOLA
--
- CRD
- #6748308
Nicolas Adamany
--
- CRD
- #7837528
Showing 2 of 598 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,768,094,847 | $295,811 |
| Non-Discretionary | $6,147,111,463 | $501,396 |
| Total | $18,915,206,310 | $341,288 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Benjamin F. Edwards & Company, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Benjamin F. Edwards & Company, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing