# NewEdge Advisors

NewEdge Advisors is a Multi Family Office based in New Orleans, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New Orleans, United States
- **Region:** North America
- **Address:** New Orleans, LA, United States
- **Founded:** 2014
- **Assets under management:** $34B (per the firm, 2026)
- **Website:** www.newedgeadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/newedge-advisors

## Regulatory record

- **CRD number:** 171351
- **SEC file number:** 801-79876
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171351

## About

NewEdge Advisors is a registered investment advisor (RIA) supporting 400+ financial advisors across the country, who collectively service over $30 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/

## People

- Alex Goss — not specified
- Neil Turner — not specified
- Jerry Goss — not specified
- Charles Warden — not specified
- Robert McCann — not specified
- James Jesse — CEO, NewEdge Capital Group
- Jeff Cutler — not specified
- Steve Pirigyi — not specified

## Questions

### What is the Advisor Succession Program (ASP) and how does it work?

The ASP lets affiliated advisors extract value from their business without selling to an outside consolidator. Advisors can monetize a portion of their recurring revenue while continuing to operate autonomously, purchase another advisor’s book within the NewEdge network, or fully transition their practice to a successor advisor when they are ready to exit.

### Who leads investment strategy and portfolio construction for the network?

NewEdge Advisors provides a centralized, low-cost unified managed account (UMA) investment program that advisors can customize for individual clients. The firm’s trading and investments team, led by professionals such as Scott Cohen, oversees platform due diligence, manager selection, and model portfolio design, but each advisor retains discretion over how they deploy client assets.

### Does NewEdge Advisors take external institutional capital or invest its own balance sheet?

No. The firm serves as a platform for independent financial advisors and their high-net-worth clients. It does not manage a proprietary investment portfolio, accept outside LP commitments, or operate as a direct investor in private markets. The $34 billion figure represents client assets serviced, not an internal investment fund.

### How is NewEdge Advisors related to NewEdge Capital Group and EdgeCo Holdings?

NewEdge Advisors is a division of NewEdge Capital Group, which also includes NewEdge Wealth and NewEdge Securities. NewEdge Capital Group is itself part of EdgeCo Holdings, a diversified financial services organization with over 700 employees. This parent structure provides the operational scale, custodial relationships, and back-office support that the advisor network relies on.

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Last updated: 2026-07-06T01:24:22.005Z

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