Recognition Highlights the Firm’s Commitment to Ultra-High Net Worth Clients and Family Offices Through Its NewEdge Wealth Business NEW YORK, JUNE 24, 2026 — NewEdge Capital Group announced today that it has been recognized on the inaugural CNBC Elite Advisors...
Team Led by Experienced Advisor James Nichols to Serve Growing Metro Area PITTSBURGH, PENN., JUNE 16, 2026 — NewEdge Capital Group, LLC, announced today that a team led by James Nichols has joined NewEdge Wealth, a registered investment advisor specializing in...
Alex Watts Joins NewEdge from Merrill Lynch Private Wealth STAMFORD, CONN., MAY 27, 2026 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and...
Burt Hilton, Tom Ames and Andrew Kaskel to Support Boston, New York and New Jersey Clients
James joins NewEdge at a pivotal moment as the firm marks five years of rapid growth. His expertise will help drive NewEdge’s next phase.
NewEdge Wealth announced that Heather Doherty Guardado has joined the firm’s New York office as a Managing Director.
NewEdge Capital Group announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top RIAs list.
NewEdge Capital Group has been recognized by Barron’s as No. 3 on the publication’s 2025 ranking of the Top 100 RIAs.
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
NewEdge Wealth announced that a Chicago-based team led by veteran wealth manager David Chase has joined the firm.