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EDWARDS FINANCIAL SERVICES INC.

Advisory

WINTER PARK, FL

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in FL
#1,482
of 2,610 advisers by AUM
Average account
$137K
across 504 accounts
AUM per adviser
$35M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM
$69M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
8
Assets Under Management
Total AUM$69M
Discretionary AUM$69M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients430
Team
Total Employees8
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, LA, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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