NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets.
 
NewEdge Advisors was built by advisors, for advisors 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. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients.
 
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. 
 
Let’s chat! 
Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors.


Disclosures: 
 
Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, Inc., Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. 
 
Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, Inc. and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. 
 
Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness.

https://adviserinfo.sec.gov/

Investment Management

NewEdge Advisors

NewEdge Advisors' headquarters in New Orleans, United States

This department focuses on providing financial advisory services to clients, assisting them in managing and growing their wealth.

Wealth Management

The Operations and Administrative Team at NewEdge Advisors plays a crucial role in streamlining processes that support the firm's extensive network of financial advisors. This team ensures efficient billing, data management, and client service experiences, while also facilitating smooth transitions for new advisors joining the firm. Additionally, they oversee human resources functions, onboarding, and administrative support, enabling advisors to concentrate on delivering exceptional client care.

Operations and Administrative Team

The Leadership Team at NewEdge Advisors is responsible for setting the strategic direction and vision of the company, ensuring alignment between business objectives and the needs of the financial advisors they support. By leveraging their diverse expertise in operations, compliance, marketing, and financial management, the team fosters an environment that enhances advisor independence and optimizes client service, ultimately driving growth and innovation within the firm.

Leadership Team

The Trading and Investment Team at NewEdge Advisors is responsible for executing trades and managing portfolio investments to optimize returns for clients. Their expertise ensures that financial advisors have access to timely market insights and strategic investment options, enabling them to better serve their clients. By leveraging advanced trading strategies and risk management techniques, the team enhances the overall client experience while maintaining a focus on the unique goals of each advisor partner.

Trading and Investment Team

The Business Development Team at NewEdge Advisors focuses on fostering partnerships with independent financial advisors to enhance client service and operational efficiency. They leverage their industry expertise to identify growth opportunities, support advisors in navigating the complexities of wealth management, and drive the overall success of advisory practices across the nation. By building strong relationships and providing tailored solutions, the team plays a crucial role in expanding NewEdge's influence in the investment advisory space.

Business Development Team

The Marketing and Communications Team at NewEdge Advisors is responsible for developing and executing strategic marketing initiatives to enhance brand visibility and support the independent financial advisors they serve. This team creates compelling content, manages digital marketing campaigns, and fosters client engagement through various channels, all aimed at promoting the value of partnering with NewEdge Advisors. Their efforts ensure that the company's mission of simplifying wealth management for advisors resonates effectively with current and prospective clients.

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People (11)

Jobs (0)

Other teams

Operations and Administrative Team

Leadership Team

Trading and Investment Team

Business Development Team

Marketing and Communications Team

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People (11)

Jobs (0)

Other teams

Operations and Administrative Team

Leadership Team

Trading and Investment Team

Business Development Team

Marketing and Communications Team

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