Creve Coeur, MO Office

Team
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Benjamin F. Edwards & Company, Inc. logo

Benjamin F. Edwards & Company, Inc.

Enterprise

Firm-wide stats for Benjamin F. Edwards & Company, Inc.

Total advisors

517

Across 152 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers wrap‑fee advisory programs, financial planning, retirement plan consulting, investment management consulting (with and without execution), brokerage services, insurance products, and certain M&A advisory services.

BFE delivers both discretionary and non‑discretionary managed solutions that combine proprietary strategies and third‑party model providers, including model portfolios, active/passive ETF strategies, and a Unified Managed Account overlayed by BNY Mellon Advisors. Its in‑house Equity & Fixed Income Portfolios use a quantitative, factor‑based equity approach and fundamental credit research for fixed income, and the brochure notes that performance reporting for accounts holding fixed income products in that program is provided on an ad‑hoc basis upon client request.

The firm operates an internal equity and fixed‑income trading desk and includes custody and clearance services as part of many wrap programs while Pershing serves as the primary qualified custodian, an operational mix less common among large enterprise advisers. BFE’s disclosure also highlights recent regulatory matters (text‑message supervision, complex ETP suitability, and mutual fund share‑class selection) and describes remedial changes to supervisory procedures and product‑selection practices.

Based on Benjamin F. Edwards & Company, Inc.

Expertise

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Based on Benjamin F. Edwards & Company, Inc.

Occupation focus

Executive Founder/Business Owner

Based on Benjamin F. Edwards & Company, Inc.

Location

Creve Coeur MO

Advisors at this office

3

Advisors at this office

user avatar

Scott C

CFP®, Series 63

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Scott Critchfield is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the CFP® designation and has 30 years of industry experience. His prior roles include positions at LPL Financial and Waddell & Reed, Inc. Outside of his advisory work, he provides occasional proofreading and editing assistance for a pediatric physical therapy practice founded by his spouse. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, and brokerage, utilizing both proprietary and third-party strategies supported by an internal equity and fixed-income trading desk.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Christopher T

Series 66

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Christopher Trovitch is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at Edward Jones for 11 years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Joseph R

CFA®, Series 63

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Joseph Riley is a CFA® charterholder with 19 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2019 and previously worked at Stern Brothers & Co. from 2011 to 2018. He is based in Creve Coeur, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
View complete list of advisors at this office
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