This week, AdvisorHub’s CEO, Tony Sirianni talks with Tad Edwards — Chairman and CEO of Benjamin F. Edwards & Co. The two discuss how advisors are now looking for equity in their firms, creating RIA and investment banking models with M&A capabilities, helping clients navigate through turbulent markets, and nurturing an independent and entrepreneurial spirit.

With a legacy spanning 135 years over five generations of the Edwards family, Benjamin F. Edwards today is an entrepreneurial wealth management firm. The growing national firm is now in 30 states with 83 locations, and close to $40 billion in assets under management. It remains true to its Golden Rule roots with regard to treatment of clients, financial advisors and employees. The home office in St. Louis knows advisors by name and eschews advisor and client call centers. Leveraging the firm’s distinguished heritage and vision for the future, advisors have the option to be employees of Benjamin F. Edwards or can choose an independent affiliation with the firm’s RIA, Edwards Wealth Management.

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