NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
Company News
NewEdge Capital Group in 2022 Recruited $9 Billion in Expected AUM
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.
NewEdge Advisors Launches W2 Model That Prioritizes the Advisor-Client Relationship
NewEdge Advisors announced that it has expanded its affiliation options to include an employee model that will provide financial advisors greater flexibility — and opportunities — to pursue growth.
Wealth Solutions Report Names Neil Turner Recruiter of the Month
Neil Turner, Co-Founder, Co-CEO, Managing Partner, is named to Wealth Solution Report’s ‘Recruitment Roundup’: Recruiter of the Month.
NewEdge Advisors Appoints Former LPL Executive Vice President Steve Pirigyi to Lead Its Next Phase as President
NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.
NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms
NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.
NewEdge Advisors Welcomes Seven Advisory Teams in the Third Quarter
NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that the firm added seven new advisory groups to the platform in the third quarter. These teams are comprised of 12 advisors with nearly $1.4 billion in assets under advisement.
NewEdge Capital Group Named To Barron’s 2022 Top 100 RIA Firms List
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 Earns #7 Rank On LSU 100: Fastest Growing Tiger Businesses List
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.
Wealth Solutions Report Sits Down With Co-CEO Alex Goss
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.