St. Louis, MO One North Brentwood Blvd logo

St. Louis, MO One North Brentwood Blvd Office

Team
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Benjamin F. Edwards & Company, Incorporated logo

Benjamin F. Edwards & Company, Incorporated

Enterprise

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

Total advisors

517

Across 153 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, Incorporated

Expertise

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

Based on Benjamin F. Edwards & Company, Incorporated

Occupation focus

Executive Founder/Business Owner

Based on Benjamin F. Edwards & Company, Incorporated

Location

One North Brentwood Blvd, Suite 850

St. Louis MO 63105

Advisors at this office

36

Advisors at this office

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Christopher F

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Christopher Foster is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Finra, U.S. Bancorp Investments, Inc., and Scottrade prior to joining his current firm. 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 a range of services including wrap-fee advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services.

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

Joseph C

CFP®, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Joseph Cantalin is a CFP® credentialed financial advisor with 41 years of industry experience, currently with Benjamin F. Edwards & Company, Inc. since 2022. His prior experience includes five years at Wells Fargo Clearing before a brief retirement in 2021-2022. Benjamin F. Edwards & Company, Inc. 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 a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting with proprietary and third-party strategies.

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

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Lawrence Reed Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He previously worked at Edward Jones for five years before joining Benjamin F. Edwards in 2022. He holds the Series 66 designation and is based in St. Louis, MO. 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 a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services, delivering both discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.

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

CFP®, Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Edward Walter is a CFP® professional with 27 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has prior experience at Knights of Columbus Asset Advisors, U.S. Bank, and Edward Jones. 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 a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and retirement plan consulting.

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

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Matthew Midgett is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds the Series 66 designation and has prior work experience at the University of Missouri-St. Louis, PNC Bank, Ricoh USA, and Verizon. 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 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
user avatar

Angela E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Angela Elrod is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 63 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2024, she spent eight years with Wells Fargo Clearing. 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 a range of advisory programs and investment management solutions, combining proprietary strategies with third-party models alongside in-house equity and fixed-income portfolios.

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

Benjamin E

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Edwards IV is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Benjamin F. Edwards & Company since 2008. Edwards serves as a director of Cass Information Systems and is a board member of his local homeowners' association. 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 a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, insurance products, and certain M&A advisory services.

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

Deana R

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Deana Ruelas is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Wells Fargo Clearing and Stifel Financial. 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 provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, 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

John R

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

John Reidy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward D. Jones & Co., L.P. Outside of finance, he engages in actor, model, and voice-over work and serves as an election judge. He is also a voice actor for a podcast program produced by the Augustine Institute. 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. The firm offers a broad range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing proprietary and third-party strategies combined with a proprietary equity and fixed income trading platform.

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

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Northwestern Mutual, Hy-Vee, Inc., Stratman Sports, and the University of Missouri. Outside of her advisory role, Megan coaches volleyball for the 314 Volleyball Club in St. Louis. 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 provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, using both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

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

Bret M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Bret Martin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Benjamin F. Edwards since 2011. 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 advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, using a combination of proprietary strategies and third-party model portfolios.

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

Greg T

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Greg Thornton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at Wells Fargo Clearing. He holds a Series 63 designation and is based in St. Louis, MO. 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 a range of advisory, brokerage, insurance, and M&A services with a combination of proprietary and third-party strategies, including managed solutions in equities and fixed income.

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

Benjamin E

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of financial services including advisory programs, financial planning, 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
user avatar

Alexander F

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Alexander Ferguson is a financial advisor at Benjamin F. Edwards & Company, Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at L.M. Kohn & Company for nine years. Ferguson also assists with tax and legal matters through a family-associated corporation. 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 advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models and managing both discretionary and non-discretionary solutions.

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

David C

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

David Castle is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC, First Clearing, LLC, and Edward Jones. 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 a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, 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
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