NewEdge Capital Group, LLC, is pleased to announce it has been named to the Barron’s Top 100 RIA Firms list. This 7th annual ranking of independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. This is the first year that NewEdge Capital Group has been eligible for the ranking since the union of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities. This achievement is 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. Ranking awarded in September 2022 based on data within a 12-month period.
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 $160 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.