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| Happy Holidays!! thanks for using AUM13F!! |
| Benjamin F Edwards & Company Incorporated
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| CRD # | 146936 |
| SEC # | 801-71421 |
| CIK # | 0001445065 |
| AUM | $15.7 B (2025-06-25) |
| Employees | 736 (59% Investors, 73% Brokers) |
| Phone | 314-726-1600 |
| Address | One North Brentwood Boulevard St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Home Depot Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| World Currency Gold Trust | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| AbbVie Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29,441 | 13.1 |
| (b) Individuals (high net worth individuals) | 175 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 208 | 0.1 |
| (h) Charitable organizations | 93 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 209 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 49,475 | 15.7 |
| By Discretionary | ||
| Discretionary | 37,132 | 10.0 |
| Non-Discretionary | 12,343 | 5.7 |
| Total | 49,475 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.6 | |
| Total | 49,475 | 15.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001445065] | |
| 13F-NT | [0001445065] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
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|
MO | 15.7 |
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baring International Investment Ltd
✚
|
17.1 | |
|
Financial Counselors Inc
✚
|
KS | 17.0 |
|
Transamerica Retirement Advisors LLC
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|
IA | 16.2 |
|
Stephens Inc
✚
|
AR | 15.6 |
|
Integrated Wealth Concepts LLC
✚
|
MA | 15.2 |
|
Park Avenue Securities LLC
✚
|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 14.5 |
|
Congress Asset Management Company LLP
✚
|
MA | 14.2 |