M&A advisers

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Focus on mid-market and large-cap advisory firms for PE clients
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Staff:
460
Geo:
north america
usa
Type:
mid market
null
Industry:
wealth
brokerage
advisory
management
clients

Benjamin F. Edwards is a national wealth management firm based in the United States. The company operates a traditional full-service brokerage firm alongside its independent advisory arm, Edwards Wealth Management. With a staff of 460 professionals, the firm offers tailored financial solutions and investment services to a diverse client base.

The firm focuses on delivering personalized wealth management strategies, including financial planning, retirement planning, and investment advisory services. Benjamin F. Edwards has carved a niche in providing comprehensive financial advice that aligns with the unique goals and needs of each client.

With a revenue of $145.5 million, the firm continues to grow and expand its services across the country. Benjamin F. Edwards places significant emphasis on creating the right environment for both advisors and clients, ensuring that every financial plan is customized and strategically sound.

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