St. Louis, MO Office

Team
Updated today
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

St. Louis MO

Advisors at this office

15

Advisors at this office

user avatar

Ashlee O

CFP®, Series 63, Series 65

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ashlee Ogrzewalla is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2022. Her prior roles include positions at Pentegra Distributors, Inc., Pentegra Services, Inc., and Cambridge Capital Management, LLC. She serves on the Board of Directors for the Youth & Family Center in St. Louis, MO. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, providing services to individuals, high-net-worth clients, pension plans, and corporate clients through a range of advisory and brokerage solutions.

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

Rachelle S

Series 63, Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Rachelle Seals is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services 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 provides a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management consulting, and insurance products.

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

Daniel O

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Daniel O'very is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, where he has worked since 2013. He has 21 years of industry experience. Outside of his advisory role, he serves as a trustee for a homeowners association and is involved in youth and junior ice hockey officiating and development through USA Hockey and the Missouri Ice Hockey Officials 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 advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management with both proprietary and third-party strategies.

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

Carla M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, holding a Series 66 designation and 23 years of industry experience. She has been with Benjamin F. Edwards & Co 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 more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, 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

Peter M

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter McCarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 66 designations and has 24 years of industry experience, including 16 years with Benjamin F. Edwards. Outside of his advisory role, he serves as an alternate member of the City of Town and Country Board of Adjustment and is a trustee for the Fordyce Manor Drive Subdivision 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 corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage, utilizing both proprietary strategies and third-party models.

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

Ann M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with 15 years of industry experience. She has been with Benjamin F. Edwards & Co since 2009. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates Homeowners Association. 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 over 500 advisors. The firm offers a range of 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

Nicholas F

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Nicholas Frigerio is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and over 11 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 a team of more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

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

Matthew M

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Matthew Muckler is a financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2018, following thirteen years at Scottrade, Inc. His outside activities include serving as co-trustee of the Michael P. Muckler Irrevocable Trust. 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 over 500 advisors. The firm provides a range of advisory programs and financial services that include proprietary and third-party investment strategies, retirement plan consulting, and brokerage services.

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

Jason A

Series 63, Series 65

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Jason Ariston is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates, Inc., Wells Fargo Clearing, and Wells Fargo Advisors. 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, and investment management utilizing proprietary strategies alongside third-party models.

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

Charles S

Series 63, Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Charles Saenger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Benjamin F. Edwards since 2025 and previously spent ten years at L.M. Kohn & Company. Outside of his advisory role, he serves as CFO of a farming operation in Arkansas through Sadac, Inc. 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 services including wrap-fee programs, financial planning, and 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
user avatar

Joshua E

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Joshua Erni is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked at Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is a 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 offers a range of advisory programs, financial planning, investment management, and brokerage services utilizing both proprietary strategies and third-party models.

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

Edward O

Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Edward O'Neal is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he is an owner of rental property in the St. Louis area. 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 a network of over 500 advisors. The firm offers 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

Susan F

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Susan Frigerio is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Benjamin F. Edwards & Co since 2014. 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 a network of over 500 advisors. The firm provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, 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

Benjamin N

CFA®, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Benjamin Norris is a CFA® charterholder with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he was associated with Wells Fargo Clearing Services and J.A. Glynn and Co. 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 range of services including advisory programs, financial planning, retirement consulting, and investment management, utilizing both proprietary strategies and third-party models.

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

Peter H

Series 63, Series 66

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter Hudlow is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. 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, and consulting services, including discretionary and non-discretionary managed solutions using proprietary strategies and third-party model providers.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)