News & Articles
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...
InvestmentNews Nominates NewEdge for RIA of the Year
We are proud to share that NewEdge Wealth has been named a finalist for RIA of the Year at the 2025 InvestmentNews Awards. This recognition highlights the work our team has done over the past year to deliver a truly differentiated experience for our clients, from...
Following Explosive Growth, Jesse Christensen Strategically Transitions Practice Within NewEdge Family to Enhance UHNW Client Services
Shift Allows Firm to Leverage NewEdge Wealth’s Solutions for Complex and Sophisticated Client Needs STAMFORD, Conn., MAY 12, 2025 — Jesse Christensen has joined NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net...