NewEdge Capital Group
A leading provider of best-in-class, technology- enabled solutions for financial intermediaries and their clients.
Our Mission
Financial Services is still about service
We maintain a keen focus on the second part of the financial services industry – service.
Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. Our focus is on utilizing technology to enhance personal service and interactions, not replace them.
A Team of Experts
We have assembled a core team that represents the best talent in the Captive Ultra High Net Worth space, the best in the Affiliated space, and some of the best experience building a market leader in the captive high net worth and M&A space
NewEdge has been decades in the making
The launch of NewEdge Capital Group is the coming together of several affiliated companies and divisions under EdgeCo Holdings. The firms and divisions that comprise the company trace their roots back over 40 years and have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients.
NewEdge Capital Group and its affiliates have over $30 billion in client assets as of December 31, 2021.

The Numbers
As of June 30, 2023
In Client Assets
Client Accounts Serviced
Office locations for NewEdge Advisors
Advisors and Reps affiliated with NewEdge Wealth, NewEdge Advisors and NewEdge Securities.
Back Office, Technology & Marketing Support Personnel
Custodian Partners
Company Announcements
NewEdge Capital Group Jumps 16 Spots on Barron’s Top 100 RIA Firms List
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 Firm and Leadership Receive WealthManagement.com Awards for Excellence
NewEdge Capital Group announced that the firm and leadership have been recognized for excellence at the annual Wealthies Awards.
NewEdge Advisors Co-founder and Co-CEO Alex Goss to Present at Echelon Deal & Dealmakers Summit
NEW ORLEANS, August 22, 2023 — NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, is among the presenters at Echelon Deal...
Want to join the NewEdge Team?
NewEdge Capital Group is part of EdgeCo Holdings, a diversified financial services organization with over 600 employees across the country. Click below to see currently available positions at NewEdge and across EdgeCo.