NewEdge Wealth, LLC

RIASEC RegisteredEst. 2020

Total AUM

$19.9B

Discretionary

$18.2B

91% of AUM

Avg account

$1M

Accounts

19,593

Employees

211

Advisory reps

136

Firm details

Headquarters: Stamford, Connecticut
CRD number: 307771
Registered since: March 25, 2020
Website: www.newedgewealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees
Client types: HNWI88.54%
Individuals6.02%
Corporations / Businesses2.73%
Charitable Organizations1.85%
Pension & Profit Sharing Plans0.86%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

NewEdge Wealth, LLC is an independent registered investment adviser (SEC-registered in 2020) operating as an LLC and positioning itself as a capital allocator for both private clients and institutions. The firm serves individuals, families and institutional accounts and provides a broad advisory platform that includes financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, third-party manager selection, and educational workshops. Its fee arrangements include percentage-of-AUM, fixed fees, commissions and performance-based fees. NewEdge identifies as an active ESG investor and maintains relationships with broker-dealers, trust companies, other investment advisers and insurance companies. The firm has received industry recognition in recent years, including listings from Citywire (2024, 2025), CNBC (Elite Advisors, 2026) and AdvisorHub (50 RIA Firms to Watch, 2026).