NewEdge Capital Group Named by Forbes to its Ranking of America’s Top RIA Firms

by | Oct 25, 2022 | Company News

October 25, 2022NewEdge Capital Group, LLC, announced today it has been named by Forbes to its ranking of America’s Top RIA Firms. This inaugural ranking of independent advisory companies is based on assets under management by the firms, revenue trends, compliance records, industry experience and other metrics.

Just last month, NewEdge Capital Group also announced its naming to Barron’s 2022 Top 100 RIA Firms list. These achievements are only possible thanks to the support and confidence that our clients and business partners have placed in us. We look forward to what the future holds for NewEdge Wealth and NewEdge Advisors.

Firms elect to participate but do not pay to be included in the ranking. 2022 ranking awarded in October 2022 based on data as of June 30, 2022. Assets under management reported by Forbes includes investment advisory and brokerage client assets serviced by NewEdge Capital Group’s registered investment adviser and broker dealer subsidiaries. 

About NewEdge Capital Group

NewEdge Capital Group and its subsidiaries collectively trace their roots back over 30 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $150 billion in assets through NewEdge and its other custody and retirement businesses.

Investment advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our SEC registered investment advisers. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC. 

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