NewEdge Advisors

It's Your Time.

General Information
Company Name
NewEdge Advisors
Founded Year
2015
Location (Offices)
New Orleans, United States +2
Founders / Decision Makers
Number of Employees
76
Industries
Financial Services
Funding Stage
-
Social Media

NewEdge Advisors - Company Profile

NewEdge Advisors, founded in 2015, is a registered investment advisor (RIA) in the Financial Services industry. The company supports 330+ financial advisors across the country, collectively servicing over $25 billion in client assets. NewEdge Advisors aims to provide independent advisory practices with a better way to serve clients and manage time and expenses effectively through eliminating the complexities of running a wealth management business. This enables advisors to focus on caring for clients and improving the client experience. The company partners with entities such as LPL Financial, Triad Advisors, and NewEdge Securities, LLC for offering securities and investment advice. NewEdge Advisors is committed to fostering the advisor-client relationship and prioritizing the interests of clients. More information about partnering with NewEdge Advisors can be found by visiting their website or calling (877) 832-6632.

Taxonomy: Registered Investment Advisor, Wealth Management, Financial Advisory Services, Client Relationship Management, Securities Trading, Practice Management, Financial Planning, RIA Support Services, Independent Advisory Practices, Advisor Networking, Super OSJ, Hybrid RIA, Advisory Services, Client Asset Management, Investment Management

Funding Rounds & Investors of NewEdge Advisors (0)

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Latest News of NewEdge Advisors

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