Best-in-State · rank 37 · Birmingham, Alabama · listed firm: Benjamin F. Edwards
Logo asset (hotlink-protected, view at source): https://brandfetch.com/benjaminfedwards.com
Identity & firm
- Firm — Benjamin F. Edwards & Company (high)
- “Benjamin F. Edwards & Company, Incorporated” — firm_official
- Parent company — independent (high)
- “Privately held, employee/family/friend owned (no debt)” — firm_official
- Firm type — bank_brokerage (high)
- “Dually registered as broker-dealer and investment adviser” — firm_official
- “FINRA member, SIPC member” — sec_finra_regulatory
- Team name — Benjamin F. Edwards - Birmingham Office (medium)
- “The Birmingham office comprises multiple advisors organized into the main Benjamin F. Edwards team” — firm_official
- Team size — 10 (medium)
- “Approximately 10-12 professionals in the Birmingham location” — firm_official
- CRD — 1612342 (high)
- “CRD Number: 1612342” — sec_finra_regulatory
- Years experience — 37 (high)
- “Total Years in Financial Services: 37 years (as of 2026)” — firm_official
- Designations — AAMS, Series 63 (high)
- “AAMS® (Accredited Asset Management Specialist) – College for Financial Planning” — firm_official
- “Series 63 – Registered Investment Advisor Representative for Alabama” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 561 (high)
- “Assets Under Management: Approximately $561 million” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 50 (high)
- “Typical Net Worth of Relationships: $2-100M” — forbes_shook
- Client niche — business owners (medium)
- “Financial planning strategies for business owners” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.benjaminfedwards.com/employee/steven-phillips/ (high)
- “Steven Phillips Profile Page” — firm_official
- Value proposition (verbatim) — Putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. (high)
- “Putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.” — firm_official
- Differentiators — Comprehensive discovery about client circumstances before strategy development, Asset allocation and portfolio construction expertise, Retirement income planning and wealth management focus, Financial planning for business owners, 37 years financial services experience (medium)
- “His approach involves comprehensive discovery about client circumstances, financial objectives, and risk tolerance before developing personalized investment strategies.” — firm_official
- Content marketing — occasional (low)
- “Posts from 2025-2026 with market commentary and financial insights” — social_or_third_party_db
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/steven-phillips-209a5a51/ (high)
- “LinkedIn Profile: https://www.linkedin.com/in/steven-phillips-209a5a51/” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “Connections: 500+. Recent Activity: Posts from 2025-2026 with market commentary and financial insights” — social_or_third_party_db
- Press awards — 2026 Forbes Best-in-State Wealth Advisor, Alabama (Rank 37), USA TODAY Top Workplaces 2026 – Benjamin F. Edwards recognized nationally, Inc. Magazine 2025 Best Workplaces – Benjamin F. Edwards (high)
- “2026 Forbes Best-In-State Wealth Advisors List: Ranking #37” — forbes_shook
- “USA TODAY Top Workplaces 2026 – First place nationally among mid-size firms; fifth consecutive national workplace recognition” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “Steven Phillips' Birmingham office uses the standard firm identity and visual guidelines” — firm_official
- Logo url — https://brandfetch.com/benjaminfedwards.com (medium)
- “Brand Assets: Available through Brandfetch” — firm_official
- Visual brand notes — Anchored by Edwards family crest; tagline 'Investments for Generations'; consistent visual branding across 130+ branch locations (medium)
- “Logo: Anchored by the Edwards family crest. Tagline: 'Investments for Generations'” — firm_official