Newedge Advisors

Registered investment advisor · New Orleans, Louisiana · CRD #171351

Assets Under Management

$43.2B

Client Accounts

103,000

Employees

1,073

CRD Number

171351

Registration

SEC Registered

Custodian

Lpl Financial Llc, Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., Raymond James & Associates, Inc., National Financial Services Llc, Folio Investments, Inc., Mid Atlantic Trust Company

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Newedge Advisors

NewEdge Wealth is a wealth management division of NewEdge Capital Group, LLC, focused on providing institutional-caliber services to ultra high net worth clients, family offices, and institutions. Launched in December 2020, the firm emphasizes personalized service and advanced technology to meet the complex financial needs of its clients. With a commitment to client-centered stability, NewEdge Wealth offers customized wealth strategies, investment management, risk management, and wealth transiti

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Newedge Advisors

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Newedge Advisors's AUM?

Newedge Advisors reports approximately $43.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Newedge Advisors headquartered?

Newedge Advisors is headquartered in New Orleans, Louisiana.

What is Newedge Advisors's CRD number?

Newedge Advisors's CRD number is 171351. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.