About NewEdge Advisors
We are building a partnership of established advisors to make independence easier, more fun, and ultimately more successful. We don’t teach advisors how to be successful, we partner with those who already are.
Our Mission
Building Something Bigger Than Ourselves
NewEdge Advisors was built to make advisors more profitable, not to profit from advisors. Our partnership was founded to give each of our individual practices a better way to serve our clients and to manage time and expenses more effectively than we could on our own.
Our structure is designed to share costs, infrastructure, and resources across a network of professional advisors, allowing us to invest more time and resources into our clients. With 285+ advisors and servicing $22 billion in Brokerage and Advisory assets*, we take pride in a firm built by advisors, for advisors.
A Team of Experts
As our partner, you will have direct access to a leadership team with more than 60 years of combined industry experience and knowledgeable, local support to help manage the complexities of independence.
The Numbers
NewEdge Advisors is part of NewEdge Capital Group, a leading provider of best-in-class, technology-enabled solutions for Financial Advisors. NewEdge is a new brand name, but it is a business that traces its roots back over 35 years with deep experience supporting elite financial advisors with the complexities of running a successful wealth management business. As of June 30, 2023, NewEdge Capital Group includes:
In Client Assets
Client Accounts Serviced
Office locations for NewEdge Advisors
Advisors and Reps affiliated with NewEdge Wealth, NewEdge Advisors and NewEdge Securities.
Back Office, Technology & Marketing Support Personnel
Custodian Partners
Company News & Announcements
NewEdge Capital Group Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Advisors Co-founder and Co-CEO Alex Goss to Present at Echelon Deal & Dealmakers Summit
NewEdge Advisors recently announced that Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, is among the presenters at Echelon Deal & Dealmakers Summit in California.
NewEdge Capital Group Continues Recruitment Momentum in First Half of 2023
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
Want to join the NewEdge Team?
NewEdge Capital Group is part of EdgeCo Holdings, a diversified financial services organization with over 600 employees across the country. Click below to see currently available positions at NewEdge and across EdgeCo.