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

129

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 and a capital allocator that works with both individual and institutional clients. The firm registered with the SEC in 2020 and structures fees through a mix of percentage-of-AUM, fixed fees, commissions and performance-based arrangements. Its advisory services include financial planning, portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of sub‑advisers and educational workshops. NewEdge identifies as an active ESG investor and maintains industry affiliations that include a broker‑dealer, a trust company and an insurance company. The firm has been recognized in industry listings: it appeared in Citywire’s “50 Growers Across America” lists in 2024 and 2025, and was named among AdvisorHub’s “50 RIA Firms to Watch” in 2026.