CEOs Alex Goss of NewEdge Advisors and Rob Sechan of NewEdge Wealth Among Honorees
PITTSBURGH, June 20 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
Rob Sechan, Co-Founder and CEO of NewEdge Wealth, has been named a finalist for RIA CEO of the Year. Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, has been named a finalist for RIA Innovator of the Year and RIA Rising Star. In addition, NewEdge Wealth has been named a finalist in the Family Offices: Thought Leadership category. Winners will be announced at a September 7 gala in New York.
NewEdge Advisors and NewEdge Wealth are part of NewEdge Capital Group, which launched in October 2021.
“I am incredibly honored to be recognized among other distinguished leaders in both the Innovator of the Year and Rising Star categories,” Goss said. “But this goes to all the incredible NewEdge Advisors team members who have made our firm a compelling home for advisors who want to grow.”
Sechan added, “We created NewEdge Wealth to be the premier place for clients and advisors in the ultra high net worth space, and we are succeeding in that mission. I’m honored that our efforts have been recognized by WealthManagement.com.”
The WealthManagement.com Industry Awards program has, for nine years, honored outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of industry judges along with David Armstrong, WealthManagement.com Director of Editorial Strategy and Operations, choose the finalists and will determine the winners.
About NewEdge Advisors
New Orleans-based NewEdge Advisors is a leading RIA founded by Alex Goss and Neil Turner. The firm, built by advisors for advisors, embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country. The firm serves advisors in 32 states from coast to coast.
Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group.
About NewEdge Wealth
NewEdge Wealth is designed to meet the needs of ultra high net worth, family office and institutional clients. The division seeks to provide a select group of clients with a personalized level of service and attention designed to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor to create a stronger, more personal relationship. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters to clients. Each client should consult his/her personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.
About NewEdge Capital Group
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, has over $36 billion in client assets and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $160 billion in assets through NewEdge and its other custody and retirement businesses. For more information, visit http://www.newedgecapitalgroup.com/.
*Barron’s rankings awarded in September 2022 based on prior 12-month data. Forbes/Shook rankings awarded in October 2022 based on June 30, 2022, data.
**Chosen by a panel of independent judges, the WealthManagement.com Industry Awards acknowledge the companies, individuals and organizations that support financial advisor success. The nomination form was submitted in April 2023 based on prior 18-month data.