Newedge Securities, LLC

Overview

Newedge Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm reports domestic ownership that includes both an entity and individual owners. It is not identified as a capital allocator and does not list ESG investing as an active focus. The record does not provide detail on the firm’s client base, fee schedules, day-to-day business or advisory activities. It is also flagged as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm is noted in industry rankings, appearing on Forbes’ Top RIA Firms list for 2024 and on Barron’s Top 100 RIA Firms for 2025.

Location & Offices