TECHNOLOGY ENABLED
FINANCIAL SOLUTIONS
For over four decades, EdgeCo® Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions.
EDGECO COMPANIES
AmericanTCS has been collaborating with financial intermediaries to provide successful financial outcomes for almost 50 years. At AmericanTCS, investor success isn’t a marketing slogan, it’s our mission and we have the data to prove it. AmericanTCS is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, our culture embraces a spirit of support and dedication to helping you achieve your goals.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 40 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
EDGECO COMPANIES IN THE NEWS
Q1 2025 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –1.37% return in the first quarter of 2025, about -1% off of the –0.38% return of the 60/40 Balanced Index. Over the same period, the S&P 500 Index (large cap U.S. stocks) returned -4.27%, as elevated...
NewEdge Wealth Welcomes Experienced Wealth Manager Heather Doherty Guardado to New York Office
STAMFORD, Conn., OCT. 28, 2025 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that Heather Doherty Guardado has joined the firm’s...
NewEdge Wealth Named Wealthies Finalist for ASCEND
Our team had the privilege of attending the 11th Annual Wealth Management Industry Awards, where ASCEND, our specialized program for athletes, entertainers, and influencers, was recognized as a finalist in the Client Initiatives category. It was an inspiring evening...
NewEdge Capital Group Rises to No. 8 on Forbes 2025 Top RIAs List
Firm jumps from No. 12 on fourth appearance PITTSBURGH, OCT. 2, 2025 — NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced it was ranked as the nation’s No. 8 firm on Forbes’ 2025 Top...
NewEdge Capital Group Ranked No. 3 on 2025 Barron’s Top 100 RIAs List
Firm rises two spots, marks fourth consecutive appearance PITTSBURGH, SEPT. 16, 2025 — NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced it has been recognized by Barron’s as No. 3...
NewEdge Wealth Continues Nationwide Expansion with Addition of First Chicago Team
Veteran Wealth Manager David Chase Bolsters Firm’s Midwest Presence STAMFORD, Conn., AUG. 22, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth and high net worth families, family offices and...
Q2 2025 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Benchmark returned 8.77% for the quarter, outpacing the 60/40 Balanced Index’s return of 6.70%. Over the same period the S&P 500 Index returned 10.94% as markets shook off heightened volatility and rallied on softened trade policy. The...
EdgeCo Holdings Completes Acquisition of Axios Advisory Group, Ltd. to Join its AmericanTCS Business Unit
The acquisition continues the national expansion of AmericanTCS’s administration, recordkeeping and wealth services with the addition of Axios Advisory Group’s administrative, recordkeeping and wealth services. PITTSBURGH, PA (BUSINESS WIRE) — EdgeCo Holdings LP...
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market STAMFORD, Conn., JULY 17, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family...
NewEdge Capital Group Named Finalist in Three Categories at the 2025 Wealthies
We are honored to be recognized at the 11th Annual Wealth Management Industry Awards. This recognition is a testament to our team’s dedication to innovation, collaboration, and excellence across NewEdge. NewEdge Capital Group was named a finalist in the Advisor...
EDGECO HOLDINGS CAREERS
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