Articles from NewEdge Capital Group, LLC

NewEdge Capital Group, LLC, announced today that Seven Bridges Wealth Advisors of White Plains, New York, has affiliated with NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisors nationwide. The 14-member team joins from Ameriprise Financial, where they managed approximately $1 billion in client assets.

NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced it exceeded its 2024 recruiting target of $9.5 billion in expected assets under management (AUM) in less than 12 months.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm has surpassed last year’s record growth in client assets and advisor teams.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, launched a new program to address the challenges advisors can face when servicing ultra high net worth clients. The Ultra High Net Worth (UHNW) NewEdge Bridge Program provides a seamless process for representatives affiliated with NewEdge Advisors that have UHNW clients to ensure these individuals and families have access to the NewEdge Wealth platform, products and services that are designed specifically to address the needs of this growing market segment.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that it has ranked No. 14 on the Forbes/Shook Research America’s Top RIA Firms list. This is the second year the firm was listed and the second year of eligibility. Last year, the firm was ranked No. 15.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that it has ranked No. 13 on Barron's Top 100 RIA Firms list.

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that NewEdge Advisors Co-CEO Alex Goss and NewEdge Wealth have been recognized for excellence at WealthManagement.com's annual Wealthies Awards.*

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. As of June 30, 2023, NewEdge Capital Group’s total client assets serviced exceed $40 billion, due in large part to its recruitment efforts.*

NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com's industry awards.*