Edward Jones saw a 1% increase in advisor headcount, adding 300 new advisors in 2025. This growth rate was slower than the 4% increase reported earlier in the year. The firm is in a competitive market for advisors, offering a $1.4 billion limited partnership to retain talent.

Operating expenses for Edward Jones increased by 11% to $16 billion in 2025, mainly due to higher compensation and benefits costs. The firm attributed the rise in expenses to increased revenue and estimated separation costs from a home office restructuring. Edward Jones aims to streamline operations for better client service.

Client assets under care rose by 14% to $2.5 trillion, driven by strong markets and net new assets. Despite total net new assets being relatively flat compared to 2024, net revenue increased by 11% to $18 billion in 2025. Fee revenue growth was fueled by higher market levels and client investment in advisory programs.

Edward Jones launched Edward Jones Generations in 2025, targeting clients with over $10 million in investable assets with financial planning services. The firm also awaits approval for establishing Edward Jones Bank in Utah. Currently, banking services are provided through a partnership with U.S. Bank.

Read more at Yahoo Finance: Edward Jones Reports 1% Net Advisor Increase