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Join NewEdge Wealth as an Advisor
At NewEdge Wealth, we understand the difficulties advisors face at larger Wall Street firms. NewEdge Wealth was created to break away from that thinking and help advisors keep pace with their complex clients’ changing needs and demands. Our advisors leverage our intellectual capital, technology, and capabilities in an effort to create better outcomes for their clients.
As an invite-only platform, we are selective in the advisors we bring on board. If you are interested in exploring the opportunity to learn more about the independent space or our firm, please fill out the form below.
Let’s Talk
Jason Catlender
Principal, Business Development
NewEdge Wealth
[email protected]
Announcements from NewEdge Capital Group
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and...
NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn.,...
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Third Consecutive Year
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s...
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year,...
Veteran Wealth Management Team Anchors NewEdge Wealth’s Pennsylvania Expansion
NewEdge Wealth announces that the Allentown, Pennsylvania-based team, led by Paul Emrick, has joined the firm, coming from Morgan Stanley.
NewEdge Wealth Continues Recruiting Momentum, Expanding Its Florida Footprint
A Florida based team of eight from Merrill Lynch will expand its presence in the Delray Beach, Boca Raton, and Palm Beach Gardens area.
NewEdge Capital Group Recruits Nearly $5.5 Billion to Its Platform in First Half of 2024
NewEdge Capital Group recently announced that successful organic growth and recruiting efforts have put the firm on pace for another record year of growth. As of June 30, 2024, NewEdge Capital Group’s total client assets serviced are more than $55 billion, with a substantial part of that figure coming from successful recruitment efforts.
NewEdge Wealth Welcomes Brian Nick to Investment Management Team
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank.
Cameron Dawson Named CIO of the Year by Institutional Investor
Arriving at NewEdge Wealth in 2022, Cameron leads the development of our investment themes, strategies, and market views. Her leadership and vision have been pivotal in positioning us at the forefront of the industry.
NewEdge Wealth Named Wealthies Finalist for Onward Series
We are pleased to share that NewEdge Wealth’s Onward Entrepreneur Series is a finalist in the Client Initiatives category of the 2024 WealthManagement.com Wealthies awards!
Hunter Gehring Inducted into Marquis Who’s Who
NewEdge Wealth is pleased to announce that Hunter Gehring, Principal, has been inducted into Marquis Who’s Who.
Danielle Brown Wins ‘Outstanding COO’ at Family Wealth Report Awards
NewEdge Wealth is pleased to announce that Danielle Brown was awarded ‘Outstanding COO’ at the Family Wealth Report...
Cameron Dawson Honored as Wealth Solutions Report’s Top 5 CIOs
NewEdge Wealth is pleased to announce that Cameron Dawson, CFA®, Chief Investment Officer, has been acknowledged by Wealth Solutions Report as one of the Top Wealth Management CIOs of 2024.
Highlights from the 2024 Onward Conference
The second annual Onward Conference was a continuation of our series that helps entrepreneurs better position themselves, their family, and their company so they can successfully navigate the process of a transaction if and when the time is right.
Ghislain Gouraige Honored as Wealth Solution Report’s Top Black Industry Leaders
NewEdge Wealth is pleased to announce that Ghislain Gouraige, CEPA®, Partner, has been honored as one of the Top Black...
NewEdge Wealth Establishes Atlanta Office in Buckhead
Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD,...
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm.
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Capital Group recently announced that the firm has surpassed last year’s record growth in client assets and advisor teams.
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Capital Group has launched a new program to address the challenges advisors can face when servicing ultra high net worth clients.
NewEdge Capital Group Earns Spot on Forbes Top RIA Firms for Second Consecutive Year
NewEdge Capital Group announced that it has ranked No. 14 on the Forbes/Shook Research America’s Top RIA Firms list. This is the second year the firm was listed and the second year of eligibility.