Keep Pace With Your Clients’ Changing Needs and Demands
Why Advisors Choose NewEdge
$18B
Client Assets Serviced
Assets as of December 31, 2024. 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 affiliated or unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.
#5
Barron’s Top RIA Firm
Barron’s rankings awarded in September 2024 based on prior 12 month data.
#12
Forbes Top RIA Firm
Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.
Awards
Advisor Awards
Advisor Support Platforms Finalist | WealthManagement.com
Outstanding COO | Family Wealth Report
CIO of the Year | RIA Intel
Family Wealth Report Outstanding COO awarded in May 2024 based on prior 12 month data. RIA Intel Award awarded in June 2024 based on prior 12 month data. WealthManagement.com Industry Awards finalists awarded in June 2024 based on prior 18 month data.
The Resources Your Clients Deserve
Insight
No firm has a monopoly on great ideas. To be successful, you must be informed. We do not limit our thinking based on the views represented by a single firm. Instead, we seek out additional opinions and forecasts and are informed by the views of all of Wall Street.
Access
We can provide access to investments that are hard to get into, find or have structural advantages. Our ability to do so directly results from the network and partnerships we have cultivated over the decades.
People
At NewEdge, you’ll find a culture of collaboration, not competition. Our advisors are enthusiastic about what they do and want to share their ideas and successes with their counterparts.
Technology
We seek out innovative technologies to incorporate into our platform. These technologies can allow us to better source, deliver and report on investment opportunities for our clients.
Process
Our investment and wealth strategy processes are designed to help achieve better outcomes for your clients.
The Firm You’ve Been Searching For
At NewEdge Wealth, we understand the difficulties advisors face at larger Wall Street firms. NewEdge Wealth was created to break away from that thinking and help advisors keep pace with their complex clients’ changing needs and demands. Our advisors leverage our intellectual capital, technology, and capabilities in an effort to create better outcomes for their clients.
The NewEdge Wealth Network
Our Portfolio is Our People
Kyle Bass
Leon Cooperman
Cameron Dawson, CFA®
Our Advisors In the News
Learn More About NewEdge Wealth
David Symecko
Managing Director, Business Development
NewEdge Wealth
[email protected]
NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC.