NewEdge Capital Group, LLC is a financial advisory firm based in New Orleans, LA, that is dedicated to helping advisors build profitable practices. With a focus on independence, NewEdge offers a range of services and resources designed to support advisors in maximizing their success. Their team of over 285 independent advisors nationwide embraces the entrepreneurial spirit and collaborates with like-minded professionals to drive increased success for everyone. NewEdge Advisors operates as independent teams while fostering a culture of peer-to-peer collaboration and idea-sharing.
At NewEdge, technology plays a crucial role in empowering advisors to run their practices more efficiently and enhance client relationships. Their advisor-focused tech solutions are built by advisors, for advisors, ensuring that the tools provided are tailored to meet the specific needs of financial professionals. Additionally, NewEdge offers an Advisor Succession Program that allows advisors to extract value from their businesses while maintaining autonomy and control, whether through monetizing revenue, acquiring other advisor books, or transitioning their book to another advisor upon retirement.
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