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 240+ advisors and servicing $16 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 July 31, 2022, 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 Advisors Set to Surpass Firm Record in Third Quarter
NewEdge Advisors adds $2 billion in assets year-to-date with another $1 billion on the way NEW ORLEANS — July 26, 2022 — NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that five...
NewEdge Advisors Continues Recruitment Energy in First Quarter
New Orleans, LA based NewEdge Advisors announced today that five new advisory groups, with ten advisors and $1 billion in assets under advisement, joined the platform in the first quarter of 2022.
NewEdge Advisors Breaks Firm Records in 2021
NewEdge Advisors, a leading New Orleans-based RIA supporting over 200 independent financial advisors nationwide, added 12 advisors across five teams with $834 million in assets under advisement in the fourth quarter of 2021 alone.
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.