Newedge Securities, LLC

Overview

Newedge Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm first appears in SEC records in 1982. Ownership is listed as a mix of domestic entities and individuals. The dataset identifies Newedge as not acting as a capital allocator, not positioned as an active ESG investor, and not registered as a multi-state adviser; it is also not described as a pension consultant. Public-facing detail on the firm's advisory activities, client composition, fee structure, or specific investment mandates is not included in the provided material. The firm is noted in third-party rankings: Forbes included it among its Top RIA Firms in 2024, and Barron's listed it among Top 100 RIA Firms in 2025.

Location & Offices