NewEdge Advisors is a registered investment advisor (RIA) supporting 330+ financial advisors across the country, who collectively service over $25 billion in client assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own. By eliminating the complexities of running a wealth management business, advisors can free up their time to focus on what they do best – caring for clients. If you’re like us, you have a deep appreciation for the advisor-client relationship and years of experience putting their interests first. Partnering with NewEdge is an active decision to join a movement of successful advisors in the relentless pursuit of an improved client experience. Let’s chat! Call (877) 832-6632 or visit www.newedgeadvisors.com to learn more about partnering with NewEdge Advisors. Disclosures: Securities are offered through LPL Financial, Member FINRA/SIPC, Triad Advisors, Member FINRA/SIPC or NewEdge Securities, LLC, Member FINRA/SIPC. Representatives of NewEdge Advisors, LLC may be affiliated with one of these entities and will offer securities only where properly registered. Investment advice is offered through NewEdge Advisors, LLC. NewEdge Advisors, LLC is a separate entity from both LPL Financial and Triad Advisors. NewEdge Advisors, LLC is an affiliated entity to NewEdge Securities, LLC and under the common control of NewEdge Capital Group, LLC. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly registered or exempt from registration. Third-party posts found on this profile do not reflect the views of the entities listed herein and have not been reviewed by any listed entity as to accuracy or completeness. https://adviserinfo.sec.gov/
External link for NewEdge Advisors
858 Camp St
New Orleans, LA 70130, US
6300 Corporate Blvd
Baton Rouge, Louisiana 70809, US
NewEdge Advisors reposted this
Been playing some catch up at NewEdge Advisors as we add teams to our wall in the home office that have joined in 2024! Thank you to the teams that have decided to partner with us! And to Jenny Kurz’s team they do a great job helping advisor with branding and logo creation!
#AdvisorIndependence means we assist you with the complexities of running your business. Free yourself up to focus on what you do best – caring for your clients. Learn more here: https://lnkd.in/dPRVjRRi #NewEdgeAdvisors #Independence
We have attempted to levelize the cost for advisors to manage assets themselves or outsource portfolio management to our team. Our Investment Program provides a flexible, low-cost, customizable UMA investment solution. Spend more time on financial planning, reduce your workload, and increase efficiency and outcomes at just a fraction of industry costs…or at no additional cost at all. Create your own vision for independence: https://lnkd.in/eNc-kc3S #newedgeadvisors #goingindependent #RIA
Welcome to the NewEdge Advisors team, Sage Capital Wealth Partners! At Sage Capital Wealth Partners, they focus on providing thoughtful wealth management and financial planning. Whether you need individual financial advice or broader institutional strategies, they tailor their services to meet the unique needs of each client, with a commitment to personalized attention and guidance. Their team-based approach to financial planning brings together a range of expertise that goes beyond what one person can offer. Clients come first, and they strive to understand your specific circumstances to create a plan that guides your financial journey. #NewEdgeAdvisors
We are proud to share that NewEdge Capital Group has risen to the #12 spot on the 2024 Forbes/SHOOK Research America's Top RIA Firms list! This marks our third consecutive year on the list, and this accomplishment is a true testament to the commitment, expertise, and trust our clients and partners place in us every day. A huge thank you to everyone who has played a part in this journey, from our dedicated teams across NewEdge to the clients who inspire us to aim higher every year. Read more about this year’s rankings: https://lnkd.in/eUXE7udu #NewEdgeAdvisors #Forbes *Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.
That’s a wrap on AdvisorFirst 2024! What a fantastic journey it's been…and thank you for being a part of it. We’ll see you next year!👋 #NewEdgeAdvisors # AdvisorFirst
NewEdge Advisors reposted this
NewEdge Advisors has created an amazing experience in Ojai, CA! Susie McEuen and I are learning new things and meeting new people. Proud to represent Oak Street Funding - come talk with us today!
Yesterday, we kicked off Day 1 of the 2024 AdvisorFirst Conference in beautiful Ojai! Here's a sneak peek of our opening reception. Stay tuned for more updates! #NewEdgeAdvisors #AdvisorFirst2024
We’re excited to share that several members of the NewEdge team recently took part in the ATL Advisor Council. This regional event provided a great opportunity to exchange insights and build valuable connections within our industry. We're grateful for the meaningful conversations and look forward to many more in the future! #NewEdgeAdvisors