Join Us
Hear from Benjamin F. Edwards’ own advisors on what it’s like to serve clients, build a career with the firm and be part of the Edwards work family.
One Edwards/Two Approaches
We free you to do the work you love by helping let go of the work you don’t.
Marty Altenberger
email Marty
(314) 480-1108
Charlie Schwartz
email Charlie
(314) 480-3628
Josh Hayes
email Josh
(314) 480-3224
Matt Waltrop
email Matt
(410) 236-4879
A Different Kind of Firm
- Client-first priority, followed by employees, and owners
- No call centers; able to reach home office staff directly by phone or email
- 1:1 advisor-to-employee ratio
- No account minimums
- No requirement to sell bank products
- No one-size-fits-all business model
- No changes to the compensation grid since opening in 2008
- Privately held, allowing more flexibility for advisors
- No short- or long-term debt
- Entrepreneurial, fast-growing
- Low advisor turnover
- Fun is part of the firm’s mission statement
- Golden Rule culture, family atmosphere
- State-of-the-art technology, including a robust mobility platform
As you can probably tell, we love our company and it shows. It just feels right at Edwards.
But that’s not all. Did you know we offer:
- A highly competitive transition offer with an initial payment and five growth bonuses?
- Personalized transition assistance?
- Average transition time: 90 days?
- Average AUM transitioned 90%?
If you’re interested in joining a different kind of firm that truly puts the interests of advisors and their clients first, you’ve come to the right place.
Serving more than 300 advisors with over $39 billion in assets, Edwards has the institutional scale you expect to fully address all of your business needs and the ability to deliver the personal touch you deserve through concierge-level service.
We support advisors in the business model of their choice through Benjamin F. Edwards, our full-service investment management firm; and Edwards Wealth Management, our Registered Investment Advisor (RIA).