Growth, Expansion & Transition
Evolution of Your Business
Now it’s your time.
Succession / M&A Support
Our Advisor Succession Program (ASP) allows advisors to extract value out of their business, including monetizing part of their revenue while maintaining autonomy and control, acquiring other advisor books, or fully transitioning their book to another advisor when they are ready to retire.
Buying Books
Growth Through Acquisition
Growth isn’t what it used to be. Seminars, cold calling, or even professional referral programs don’t yield the benefits they once could. How can today’s advisors succeed without traditional growth opportunities?
We think the window of opportunity for acquiring books from retiring advisors has never been greater. The average U.S. advisor is over 50. According to research made available through LPL Financial, nearly one-third of advisors fall into the 55 to 64 age range and fewer young advisors are entering the business. The next few years are viewed by many as the opportunity of a lifetime for advisors intent on growth. Practice Acquisition support is a shared resource for everyone in our partnership.
Retire On Your Own Terms
Retiring isn’t what it used to be. Advisors spend their entire careers building an annuity stream for their families only to face the prospect of practically giving it away while being shown the door. How can today’s successful advisors retire on more favorable terms while having the opportunity to continue the work they love?
The solution to these challenges exists uniquely in the independent channel because here you have an open market for selling your practice and you can determine if you want to continue the work you enjoy. Helping you structure the retirement you want is a shared resource available to all advisors in our partnership.
We aim to give independent advisory practices a better way to serve clients through a platform that provides access to various capabilities and resources, including investments, custody, technology, research, and more.
Helping you structure the retirement you want.
What’s Happening at NewEdge
Previous Announcements

NewEdge Capital Group Ranked No. 3 on 2025 Barron’s Top 100 RIAs List
Firm Rises Two Spots, Marks Fourth Consecutive Appearance PITTSBURGH, SEPT. 16, 2025 — NewEdge Capital Group, LLC, a...

NewEdge Advisors Welcomes $650 Million Nebraska Team
Cleartrek Wealth Partners marks first Nebraska-based team for NewEdge Advisors NEW ORLEANS, JULY 22, 2025 — NewEdge...

NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and...

NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Third Consecutive Year
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s Top RIA Firms list. In our third year of eligibility, we’re honored to be considered among the other leaders of our industry.