Benjamin F. Edwards, an independent broker-dealer with $25 billion in assets under management, has launched their new corporate registered investment advisor, Edwards Wealth Management. The firm is debuting with Blake and Connor Dunlop of the Dunlop Investment Group, a father-son duo who manages $230 million in client assets.
“We are excited to introduce Edwards Wealth Management at this pivotal time in our industry. The launch of our new enterprise RIA represents a unique opportunity for advisors to partner with Benjamin F. Edwards to help them build their legacy. EWM enables advisory business owners to maintain their full independence and focus on working with their clients and growing their practice, while outsourcing their middle and back-office to us,” said Chris Keller, managing director of Edwards Wealth Management.
Built on the Benjamin F. Edwards brand, the new firm offers business and technology infrastructure, operational support, risk management, compliance oversight, and investment management services. For advisors whose clients hold brokerage accounts, they will also have access to the firm’s broker-dealer.
The Edwards legacy began in 1887 when Albert Gallatin Edwards, who served as assistant secretary of the Treasury under five presidents including Abraham Lincoln, founded A.G. Edwards & Sons. Benjamin F. Edwards started its full-service broker-dealer in 2008.
Dunlop Investment Group, the first firm to affiliate with Edwards Wealth Management, was formed in 2010 when the father-son team merged their practices. Both are former professional hockey players: Blake played for the St. Louis Blues, Minnesota North Stars, Philadelphia Flyers, and Detroit Red Wings and Connor, who attended University of Notre Dame on a full hockey scholarship, played professionally in the U.S as well as overseas.
“After my father and I finished our hockey careers, the Edwards family gave us an opportunity to follow another passion of ours – helping people achieve their financial dreams,” said Connor Dunlop, a principal of Dunlop Investment Group. “My father and I initially joined the Benjamin F. Edwards broker-dealer almost 10 years ago because we knew they would empower us to serve our clients and would provide resources to grow our business.”
Headquartered in St. Louis, Benjamin F. Edwards opened its first branch in 2009 and currently has 72 branch offices in 27 states, with more than 600 employees.