Company News

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.

Financial professionals and institutions can now access innovative strategies previously available on an exclusive basis to NewEdge Wealth clients.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.

NewEdge Wealth is pleased to announce that Gregory Pool has joined its growing Miami office. In June, the firm announced the opening of a San Francisco and Nashville-area office. NewEdge Wealth now has eight offices in addition to its headquarters in Stamford, Connecticut.

NewEdge Wealth announced today it opened its San Francisco office with former First Republic wealth manager John Froley, CFP® as its first advisor.

NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards. 

NewEdge Wealth announced that Richard Ina has joined the firm from UBS and will establish a Nashville-area office. His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.

NewEdge Wealth, is pleased to announce the appointment of Josh Gully as a Managing Director. In his new role, Mr. Gully is responsible for fostering client relationships and expanding the firm’s assets under management.