About NewEdge Wealth
Where institutional caliber wealth management meets boutique service and support
Disrupting the status quo for ultra high net worth clients
The wealth management industry has reached an inflection point. We believe the larger Wall Street firms can no longer keep pace with clients’ changing needs and demands — especially ultra-high-net-worth clients.
Those firms focus mainly on managing thousands of advisors covering millions of clients to maximize the firm’s bottom line. The culture at those firms is about them, not you.
We created NewEdge Wealth to breakaway from that thinking.
An Experienced Team
We have assembled a core team that represents what we believe to be the best talent in the ultra high net worth space, the best in the affiliated space, and some of the best experience building a market leader in the captive high net worth space.
The Sharpening Stone
At NewEdge Wealth, we take the old tools of wealth management and are honing them to a much sharper edge. Our logo tells this story well. The circle, representing the craftsman’s grinding stone, which is kept perpetually straight and true, speaks to how we leverage the power of our technology that constantly keeps us powering forward. The horizontal platform demonstrates the foundational importance of the humanity and stability of our clients. By pressing these two elements together, a skilled craftsman can remove tarnish and the effects of hard use to create something that improves with age.
NewEdge Wealth is part of NewEdge Capital Group, a leading provider of best-in-class, technology-enabled solutions for Financial Advisors. NewEdge is a new brand name, but it is a business that traces its roots back over 35 years with deep experience supporting financial advisors with the complexities of running a successful wealth management business. As of June 30, 2023, NewEdge Capital Group includes:
In Client Assets
Client Accounts Serviced
Office locations for NewEdge Advisors
Advisors and Reps affiliated with NewEdge Wealth, NewEdge Advisors and NewEdge Securities.
Back Office, Technology & Marketing Support Personnel
Company News & Announcements
NewEdge Wealth recently announced that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
NewEdge Capital Group has ranked No. 13 on Barron’s Top 100 RIAs Firms list, a 16 spot jump in its second year of eligibility.
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
Want to join the NewEdge Team?
NewEdge Capital Group is part of EdgeCo Holdings, a diversified financial services organization with over 700 employees across the country. Click below to see currently available positions at NewEdge and across EdgeCo.