Built for elite advisors looking for The Edge.

Exploring independence? Already independent, but looking for more support? Looking to join an entrepreneurial team serving ultra high net worth clients? NewEdge was built by advisors, for advisors to assist in the complexities of running a successful wealth management business, freeing up advisors to focus on what they do best – caring for clients.

Our Technology

Technology to Enhance Personal Service

Many firms are trying to use technology to replace the human element of the business — removing the advisor from the equation between the firm and the client. They use words like “on-demand” or “direct access” when describing their apps and websites or “artificial intelligence” when it comes to portfolio management and investment decisions. While underlying elements of these technologies can be positive for clients, what is really happening in many of these cases is the firms are seeking ways to reduce overhead costs by reducing labor.

We think the personal connection and trust a client develops with their advisor is too important for the firm to come between. So when it comes to technologies, we aim to develop and utilize tools that enhance the ability for advisors and their support teams to deliver personal service, not replace it. What we’ve done is take a lot of the technologies that in many cases are trying to disrupt the advisor-driven model, and instead use it to create a connective tissue that allows the advisor to develop a deeper, stronger relationship with their clients.

The Edge: Structural Advantages of NewEdge

At your current firm, are you free to research for the best solution for your clients across everything that is important to them? The answer to that is probably no and that puts you at a structural disadvantage. No one firm has a monopoly on great ideas, products, services or technology and so by definition, you cannot have the best of everything for your clients.

Open architecture is more than just a list of third-party money managers. NewEdge provides access to the capabilities and resources across multiple firms — investments, custody, technology, research and more.

You get to select what’s right for the client and their goals, not what’s most profitable to the firm.

NewEdge isn’t for every advisor

We’re purpose-built for already successful advisors — no compromises.

If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. 

One Size Does Not Fit All

Just like building a client’s wealth strategy, when it comes to structuring an advisory firm, no one model is right for everyone. NewEdge provides financial advisors the ability to build their practice in a way that best satisfies their clients’ needs for asset safety, diversification and independent advice.

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Looking to build your own business?

NewEdge Advisors, LLC was founded to give independent advisory practices a better way to serve clients and to manage time and expenses more effectively than they could on their own. This is a partnership of established advisors, created to make independence easier, more fun, and ultimately more successful. 

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Want to join our elite advisor team?

NewEdge Wealth, LLC offers a select group of advisors a better framework for delivering resources to ultra high net worth, family office and institutional clients. An invitation-only platform, the goal of NewEdge Wealth is to marry the benefits and safety that ultra high net worth clients require, with the flexibility and choice that can be offered by independent advisors and access to technology that typically only the large firms can deliver.

Shared World Class Infrastructure & Support

Whether you want to build your own business, or join our team of elite advisors, we support you with a fully-integrated model including shared infrastructure and support services making NewEdge the destination of choice for wirehouse breakaways and independent RIAs.

Our Locations

NewEdge Capital Group currently supports advisor partners in more than 20 states across the country.

NewEdge Wealth Headquarters

Stamford, CT

NewEdge Capital Group Headquarters

Pittsburgh, PA

NewEdge Advisors Headquarters

New Orleans, LA

NewEdge Wealth Headquarters

NewEdge Wealth Icon Stamford, CT

NewEdge Capital Group Headquarters

NewEdge Capital Icon Pittsburgh, PA

NewEdge Advisors Headquarters

NewEdge Advisors Icon New Orleans, LA