Firm jumps from No. 12 on fourth appearance
PITTSBURGH, OCT. 2, 2025 — NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
“NewEdge Capital Group was created to provide financial advisors with flexible affiliation models and the technology, investment and operations support they need to thrive,” said Rob Sechan, Co-Managing Partner of NewEdge Capital Group. “We are honored to be recognized by Forbes once again as one of America’s Top RIAs. Our passionate team of advisors and home office members earned this ranking through a tireless commitment to excellence and client service.”
Forbes works with SHOOK Research to create a ranking algorithm based on revenue trends, assets under management, compliance records, industry experience, best practices and client service.
Co-Managing Partner of NewEdge Capital Group, Alex Goss, said, “Being named among Forbes’ top firms reflects the dedication of our team and the strength of the concept we’ve built—one that resonates with both advisors and clients. We appreciate the commitment and purpose our advisors and team bring to serving clients and driving our firm forward.”
NewEdge Capital Group first appeared on the 2022 list at No. 15, one year after the firm’s launch. In 2023, it ranked No. 14, and last year it appeared at No. 12.
See the full list at https://www.forbes.com/lists/top-ria-firms/.
About NewEdge Capital Group
Today, NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, has over $65 billion in client assets serviced** and supports over 475 financial advisors servicing several thousand households, family offices and institutions comprising of more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $700 billion in assets through NewEdge and its other custody and retirement businesses. For more information, visit www.newedgecapitalgroup.com.
*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.
**Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at unaffiliated broker-dealers for which we provide supervisory oversight and support services.
Media Contacts
Donald C. Cutler or Lorene Yue
Haven Tower Group
424.317.4864 or 424.317.4854
[email protected] or [email protected]
