Wheaton, IL South County Farm Road 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

519

Across 154 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

400 South County Farm Road, Suite 100

Wheaton IL 60187-4547

Advisors at this office

18

Advisors at this office

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David H

CFP®, Series 63, Series 65

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

David Hanson is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2010. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he is a minority partner in a Wheaton-based partnership focused on land ownership, farming, and wetland creation. 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 advisory programs, financial planning, investment management, brokerage, and M&A advisory with both discretionary and non-discretionary managed solutions.

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

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Stacy O’Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Morgan Stanley for 11 years. Outside of her advisory role, she is involved as a sales representative in a wholesale and distribution business in Draper, UT. Benjamin F. Edwards & Company serves 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 advisory programs, investment management, financial planning, and brokerage, employing both 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
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Thomas L

Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Thomas Love is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Benjamin F. Edwards, he worked at Invesco and has professional experience with nonprofit organizations including YoungLife and Samaritan's Purse. He also has a background in collegiate athletics and education through roles at Wheaton College and Wheaton Academy. 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 advisory and brokerage services, including wrap-fee programs, financial planning, and retirement plan consulting, utilizing both proprietary strategies and third-party models across equities and fixed income.

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

Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Scot Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 42 years of industry experience. His career includes roles at A.G. Edwards & Sons, Inc. and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2013. 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 wrap-fee 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
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Mara L

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Mara Lombardi is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked at Hope International and the Council for Christian Colleges & Universities. 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 advisory and brokerage services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management 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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Marcia G

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and has 22 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gregory also serves as a trustee for family members, overseeing investment matters. 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 services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, combining proprietary strategies with third-party models.

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

CFP®, Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. His prior experience includes roles at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as treasurer for the Wheaton Academy Foundation in a volunteer capacity. 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 more than 500 advisors. The firm offers a range of advisory and brokerage services, including proprietary and third-party investment strategies with discretionary and non-discretionary managed solutions.

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

CFP®, CFA®, Series 65, Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Kenneth Dryfhout is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds the CFP® and CFA® designations, along with Series 65, 63, and 66 licenses. His prior experience includes roles at BCU, Balance Sheet Solutions LLC, and Feldman Securities Group L.L.C. 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, financial planning, investment management, brokerage services, and certain M&A advisory services.

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

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. She has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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, 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

Timothy M

CFP®, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Timothy March is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020 and previously spent 12 years at First Trust Portfolios L.P. He is based in Wheaton, IL and holds a Series 66 license. 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 services including advisory programs, financial planning, retirement and investment consulting, brokerage, insurance products, and select M&A advisory services.

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

Joshua G

Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Joshua Green is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at T. Rowe Price, American Funds, and Invesco. 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 consulting, utilizing both proprietary strategies and third-party model providers.

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

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 12 years of industry experience, including 10 years with Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs and consulting services, offering 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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Nicholas S

Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Nicholas Swan is an advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards & Company, he was involved with several churches in various roles from 2007 to 2025. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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 a range of services including advisory programs, financial planning, 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
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Christopher L

CFP®, Series 63

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Christopher Larrabee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior experience includes roles at Stifel, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also dedicates time as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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 financial planning, investment management, brokerage, and M&A advisory, utilizing both proprietary and third-party strategies with dedicated equity and fixed-income trading desks.

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

Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

William Parrilli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, Illinois, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he organizes matches and oversees scoring. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, 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
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