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Benjamin F. Edwards

B2b Service

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client.

Services

• Principled wealth management for individuals & families
• Guidance Through All of Life’s Stages
• Investments for generations across 34 states.
• Related Insights
• Find an Advisor
• Explore Opportunities
• Cash Management
• Cash Sweep Program Overview
• Current Rates and Tiers
• Insured Deposit Program Bank List
• Cash Sweep Program Disclosure
• Solutions
• Advisory Services
• Affluent Investor Services
• Alternative Investments
• Annuities
• Business Owner Services
• Closed-End Funds
• Complex Products
• Corestone Account® Options
• Education Planning Services
• Equity Investments
• Estate Planning Services
• Executive Services
• Fixed Income Investments
• Life Insurance
• IRAS
• Mutual Funds
• Options
• Margin & Non-Purpose Lending Products

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Sources: Microsoft (CDLA-Permissive-2.0); business website read 2026-10-13. About our data.