Accolades

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology directly below). Unless expressly indicated to the contrary, NewEdge did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of NewEdge by any of its clients.


 

Barron’s Top 50 Private Wealth Advisory Teams

Barron’s Top 50 Private Wealth Advisory Teams is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Barron’s Top 100 Financial Advisors in America

Barron’s Top 100 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Barron’s Top 1000 Financial Advisors in America

Barron’s Top 1000 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Barron’s Top 1200 Financial Advisors in America

Barron’s Top 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Barron’s Top 100 RIA Firms

Barron’s Top 100 RIA Firms is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Financial Times 400 Top Financial Advisers

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (FT). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.

Forbes/SHOOK Top 250 Next-Generation Wealth Advisors

Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors list is comprised of 1,500 Financial Advisors and uses criteria based on age, quality of practice, industry experience, compliance record, revenue, interviews by SHOOK Research and the full team assets under management (which vary from state to state). Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not an indication of future results.

Forbes America’s Top Next-Gen (Generation) Wealth Advisors

Forbes Top Next-Gen (Generation) Wealth Advisors list is comprised of approximately 100 Financial Advisors and uses criteria based on age, quality of practice, industry experience, compliance record, revenue, interviews by SHOOK Research and the full team assets under management (which vary from state to state). NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not an indication of future results.

Forbes America’s Top RIA Firms

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. 2022 ranking awarded in October 2022 based on data as of June 30, 2022.

Forbes America’s Top Wealth Advisors

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.

Forbes Best-In-State Wealth Advisors

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.