Recognition Highlights the Firm’s Commitment to Ultra-High Net Worth Clients and Family Offices Through Its NewEdge Wealth Business

NEW YORK, June 24, 2026 — NewEdge Capital Group announced today that it has been recognized on the inaugural CNBC Elite Advisor list — a distinction that reflects the firm’s commitment to ultra-high net worth clients and family offices through its NewEdge Wealth and NewEdge Family Office businesses. The list recognizes 25 of the nation’s leading investment advisors serving individuals and families with investable assets of $25 million or more.

“NewEdge Wealth was created specifically for clients whose wealth has outgrown conventional advice — families navigating complexity across generations, businesses, and assets that demand more than a traditional portfolio. This recognition affirms that we are delivering on that promise at the highest level,” said Rob Sechan, Founder and Managing Partner of NewEdge Capital Group and Head of NewEdge Wealth.

“This recognition places NewEdge among the firms that the most demanding clients in the country trust with their wealth — and the advisors who serve those clients take notice. That is exactly why we continue to see extraordinary advisors choose to build their practice here,” said James Jesse, Chief Executive Officer of NewEdge Capital Group.

NewEdge Wealth serves ultra-high-net-worth individuals, multigenerational families, and family offices, delivering integrated wealth management across investment management, tax and estate coordination, philanthropic advisory, and family governance. The firm is purpose-built for the complexity that defines significant wealth — where investment performance is necessary but never sufficient, and where the most consequential work happens across the full arc of a family’s financial life.

As an extension of NewEdge Wealth, NewEdge also operates NewEdge Family Office, which serves families whose wealth and complexity call for a fully dedicated family office experience — providing a single, coordinated point of accountability across all aspects of wealth stewardship, from balance sheet management and private capital deployment to next-generation education and family governance frameworks.

The full CNBC Elite Advisors list and methodology are available at CNBC.com/EliteAdvisors.

About NewEdge Capital Group

NewEdge Capital Group is built on a fundamental belief: that the advisor is the hinge point between wealth that simply exists and wealth that truly serves the families who hold it. A Barron’s Top 100 RIA Firm, Forbes’ America’s Top RIA Firm and CNBC Elite Advisor*, NewEdge delivers the institutional-grade capabilities, technology, and talent infrastructure that enable elite advisors to operate at their highest level — whether serving ultra-high-net-worth clients and family offices directly through NewEdge Wealth and NewEdge Family Office, or building an independent practice through NewEdge Advisors. When the advisor thrives, so do the clients they serve. That is the architecture of NewEdge. For more information, visit www.newedgecapitalgroup.com.

Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC.

*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24–3/31/25. Forbes/Shook Best-In-State Wealth Advisors ranking awarded in April 2022, 2023, 2024 and 2025 based on data from 6/30/20–6/30/25. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings. The CNBC Elite Advisors award was issued by CNBC on [DATE]. NewEdge Wealth did not pay a fee to participate in or receive this award. Award criteria and methodology are determined solely by CNBC in partnership with AccuPoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity.

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