Wirehouses, Banks & BDs · Traditional channel
Benjamin F. Edwards
Join the firm-operated advisor channel, with brokerage, advisory and business resources supplied by the firm.
- Website
- benjaminfedwards.com
- Regulator record
- BENJAMIN F. EDWARDS & COMPANY, INCORPORATED (FINRA)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 1 disclosed
Departure assets
$575M
Reported practice assets · 2 of 2 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
1
Departures went to
Destination firms, by number of teams
01
1
Arrivals 1
Teams joining Benjamin F. Edwards in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 11 | Lateral | Craig BlumNorthfield, NJ | UBSWirehouses, Banks & BDs | Undisclosed | AdvisorHub |
Departures 2
Teams leaving Benjamin F. Edwards in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 16 | Breakaway | Blake Dunlop, Connor DunlopSt. Louis, MO | MarinerRIA | $400M | InvestmentNews |
| Jan 22 | Lateral | Janet BoneSt. Louis, MO | Raymond James & AssociatesWirehouses, Banks & BDs | $175M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.