A complete list of active advisors currently associated with Newedge Advisors

Warmer can help you find a great advisor at Newedge Advisors or one who fits your needs even better.

NewEdge Advisors provides investment advisory and consulting services to a wide set of clients — including individuals, high‑net‑worth clients, pension and profit‑sharing plans, charities, and corporate clients — through a network of approximately 579 investment adviser representatives. Services described in the brochure include comprehensive portfolio management (wrap and non‑wrap), financial and retirement planning, plan participant and pension consulting, referrals to third‑party money managers, and participation in multiple sponsored platforms such as LPL‑sponsored advisory programs. The firm delivers advice through multiple program structures — including NEA wrap programs, Advisors Choice, Manager‑of‑Managers offerings, and model portfolio programs — and supports both discretionary and non‑discretionary arrangements while performing manager due diligence and ongoing performance oversight. It also uses tools and platforms for held‑away retirement account management (Pontera) and has disclosed limited operational use of artificial intelligence, with policies requiring human review and governance of AI‑generated output. Noteworthy operational features include common ownership and affiliation with a broker‑dealer (NewEdge Securities), affiliated insurance agencies, and a trust/custody affiliate (Mid Atlantic Trust Company), plus bespoke bank deposit sweep arrangements for client cash, all of which the firm discloses as potential conflicts of interest it seeks to manage. The brochure also discloses a 2019 SEC settlement related to mutual‑fund share‑class selection and 12b‑1 fees and describes subsequent procedural and compliance changes aimed at addressing those issues.

To learn more about the advisors currently working at Newedge Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.