Firm rises two spots, marks fourth consecutive appearance
PITTSBURGH, SEPT. 16, 2025 — NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced it has been recognized by Barron’s as No. 3 on the publication’s 2025 ranking of the Top 100 RIAs.
The firm made its debut on the prestigious list at No. 29 in 2022 and has steadily climbed each year since. NewEdge Capital Group was No. 5 on the 2024 list. Barron’s collects data from participating RIA firms and ranks the independent advisory companies based on “assets managed by the firms, growth, technology spending, succession planning and other metrics” such as advisor experience, team diversity, compliance records and philanthropic work.
“This is an incredible honor for NewEdge Capital Group, given that we launched in 2021,” said Alex Goss, Co-Managing Partner. “It’s a testament to the dedication our financial advisors have to their clients and the unwavering support our team members provide to our wealth management teams.”
NewEdge Capital Group brings together elite wealth advisors through two distinct RIAs: NewEdge Wealth, which serves ultra high net worth clients under a single brand, and NewEdge Advisors, which offers multiple affiliation models to financial advisors — from independent practice ownership and branding to the recently launched NewEdge Advisors Pillar Channel that operates under a W2 structure. NewEdge Capital Group also provides brokerage services exclusively to both RIAs through NewEdge Securities.
Rob Sechan, Co-Managing Partner, added, “In four years, we have become a desired destination for elite advisors who want flexible affiliation options and technology and investment support. We are thrilled our efforts to provide advisors with the solutions they seek have fueled our growth and earned us such recognition with Barron’s.”
See the full list at Barron’s.
About NewEdge Capital Group
NewEdge Capital Group, a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm*, has over $65 billion in client assets serviced** and supports over 475 financial advisors servicing several thousand households, family offices and institutions comprising of more than 75,000 client accounts. The company is a division of EdgeCo Holdings, LP, which collectively services over $700 billion in assets through NewEdge and its other custody and retirement businesses. For more information, visit www.newedgecapitalgroup.com.
*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.
**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 unaffiliated broker-dealers for which we provide supervisory oversight and support services.
Media Contacts
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Haven Tower Group
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