NewEdge Capital Group, LLC, announced today it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
NewEdge Advisors is thrilled to announce that we have earned the #7 rank on Louisiana State University’s 12th annual LSU 100: Fastest Growing Tiger Businesses, a highly competitive program that we are proud to have been a part of for the past 3 years.
Would advisors leave your firm if they could? That’s the real question the industry experts are asking. Wealth Solutions Report spoke with our very own Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, on successful advisor transitions, building loyalty, and the three top trends through 2023.
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...
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, 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.
NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.
Launch of NewEdge Capital Group brings together EdgeCo Holdings’ wealth management companies under one brand name
EdgeCo Holdings, L.P. announced today it has entered into a definitive agreement with Goss Advisors, a leading New Orleans-based RIA supporting independent financial advisors nationwide. Goss will join EdgeCo’s wealth division, which includes the wealth management operations of Mid Atlantic Capital Group, Inc. (“Mid Atlantic”).
