Newedge Advisors

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 7, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$43,214,714,138 as of October 2026, filing dated October 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Newedge Advisors, LLC

Also doing business as

ABARIS FINANCIAL GROUP, ACCELERATE WEALTH, ADAIR FINANCIAL GROUP, LLC, AFE PRIVATE WEALTH, ALDER CREEK WEALTH MANAGEMENT, ALLUVIAL WEALTH PARTNERS, AMERICAN TRUST WEALTH (AT WEALTH), ARCHHAVEN & CO. WEALTH PARTNERS, ASSETWISE FINANCIAL GROUP, ATLANTIC AVENUE ADVISORS, AUGUST FINANCIAL CONSULTING, LLC, AURION WEALTH INC., BADLANDS WEALTH MANAGEMENT, BARTOLOMEO CAPITAL GROUP, BARUFFI PRIVATE WEALTH, BAY CAPITAL GROUP, BENCHWEALTH LLC, BFS ADVISORY GROUP, BIRCHLINE WEALTH MANAGEMENT, LLC, BP FINANCIAL GROUP, BRANDT WEALTH ADVISORS, BROOKSIDE PRIVATE WEALTH, BUENA VISTA FINANCIAL PLANNING, CANA WEALTH MANAGEMENT, CANTRILL FINANCIAL GROUP, CAPITAL WEALTH MANAGEMENT GROUP, CARRIAGE FINANCIAL GROUP, CASTLE WEALTH PARTNERS, CESTIA WEALTH MANAGEMENT, CHANDLER WEALTH STRATEGIES, CLEARPATH WEALTH PARTNERS, CLEARTREK WEALTH PARTNERS, CLEARTRUST WEALTH ADVISORS, COASTAL CAPITAL ADVISORS, COLUMBIA ADVISORY GROUP, CONGRUENT WEALTH, CONTINUITY WEALTH GROUP, COREWEALTH FINANCIAL ADVISORS, CRESCENT WEALTH MANAGEMENT, CRESCENT WEALTH PARTNERS, CROWLEY WEALTH MANAGEMENT, CUBIT WEALTH MANAGEMENT, DARDEN FINANCIAL, DEEPRIVER WEALTH, DETILLIER FINANCIAL ADVISORS, DEUPREE JAMES WEALTH MANAGEMENT, DOMINICK FINANCIAL GROUP, DONNELLY INVESTMENT AND WEALTH ADVISORS, INC., DOWNTOWN WEALTH PARTNERS, E&E WEALTH, EMERITUS WEALTH GROUP, EQUANIMITY WEALTH MANAGEMENT, ERC WEALTH MANAGEMENT, EVERPLAN WEALTH, FINANCIAL NORTH PARTNERS, FINANCIAL PARTNERS, LLC, FIORIO WEALTH ADVISORS, FIRM FOUNDATION FAMILY WEALTH, FIRSTHARVEST WEALTH MANAGEMENT GROUP, FLINT HILLS INVESTMENT SERVICES, FLINTRIDGE PRIVATE WEALTH, FOCUS WEALTH, FOREFRONT WEALTH PLANNING & ASSET MANAGEMENT, FORTIS WEALTH ADVISORS, FOX & ASSOCIATES LLC, FREEDOM WEALTH PLANNING LLC, FRENCH FINANCIAL, FULL SCOPE WEALTH, GAINEY WEALTH MANAGEMENT, GEMINUS WEALTH PARTNERS, GENERATE WEALTH, GENERATION WEALTH, GOLD COAST BENEFITS GROUP, INC., GOSS WEALTH MANAGEMENT, GREEN OAK CONSULTING, GUARDIAN FINANCIAL CONSULTANTS, GUARDIAN WEALTH MANAGEMENT GROUP, GUIDING WEALTH FINANCIAL PARTNERS, GULF POINT ADVISORS, HARMONY ADVISORS GROUP, HARRIS CONSULTING, HERITAGE FAMILY WEALTH MANAGEMENT, HIGH POINT FINANCIAL DESIGN, HONARC WEALTH, HONOR GUARD WEALTH, HUGHES WEALTH MANAGEMENT, INVESTMENT SERVICES LLC, J. TAYLOR PRIVATE WEALTH, JACOBS COOLIDGE & CO, JL STRATEGIC WEALTH, KIVI FINANCIAL GROUP, KRUEGER, FOSDYCK, BROWN, MCCALL & ASSOC (KFBMA LLC), KUMPH CAPITAL, LAGNIAPPE WEALTH MANAGEMENT, LAKE POINT ADVISORS, LAKEFRONT WEALTH ADVISORY, LDI ADVISERS, LEGACY PARTNERS, LIBERTAS FINANCIAL PARTNERS, LINK FINANCIAL LLC, MAHER WEALTH MANAGEMENT, LLC, MCMULLEN WEALTH & RETIREMENT MANAGEMENT, MIDDLEBROOK WEALTH, MISSION TRAILS FINANCIAL, MITCHELL FINANCIAL MANAGEMENT, MODUS WEALTH MANAGEMENT, MORAN PRIVATE WEALTH GROUP, MURPHY WEALTH MANAGEMENT, MURRY WEALTH MANAGEMENT, NESSO WEALTH, NEW ENGLAND RETIREMENT STRATEGIES, NEXGEN WEALTH, NIMMO WEALTH PARTNERS LLC, NORMANDY FINANCIAL SERVICES, LLC, NORTH EDGE WEALTH, NORTHSHORE WEALTH ADVISORS, OAK CAPITAL PRIVATE WEALTH, OAK GROVE WEALTH PARTNERS, OLYMPUS FINANCIAL ADVISORS, PACIFIC POINTE ADVISORS, PACIFICVIEW WEALTH MANAGEMENT, PAPA FINANCIAL SERVICES, PARION WEALTH, PARTNERS FINANCIAL GROUP, PENN NORTH FINANCIAL SERVICES, PENSION FINANCIAL GROUP, PERENNIAL EDGE, PERISTYLE PRIVATE WEALTH, PERROTTI PARTNERS WEALTH MANAGEMENT, PILGREEN WEALTH MANAGEMENT, PLANNINGTEAM FINANCIAL ADVISORS, PLUM CREEK INVESTMENT SERVICES INC., POINTCREST WEALTH MANAGEMENT, PRESTENBACK WEALTH, PROSPER PLAN, PROVIDENT WEALTH, PROXIMA WEALTH MANAGEMENT, RADIANT WEALTH MANAGEMENT, RETIREMENT BENEFIT PARTNERS, INC., RFW WEALTH ADVISORS, RISING LIGHT FINANCIAL ADVISORS, RIVERSIDE WEALTH PARTNERS, SAGE CAPITAL, SAPPHIRE FINANCIAL, SEVEN BRIDGES WEALTH ADVISORS, SIDECAR ASSET MANAGEMENT, SILVER EDGE FINANCIAL GROUP, SIOUX FALLS ADVISORS, SNKP CAPITAL, SOUND WEALTH ADVISORS, SOUTH LOUISIANA FINANCIAL SERVICES, SOUTH LOUISIANA WEALTH MANAGEMENT, SOUTHERN POINT INVESTMENT PARTNERS, STOIC PRIVATE WEALTH, STONEBRIDGE FINANCIAL PARTNERS, STONEGATE INVESTMENT GROUP, STRATEGIC COUNSEL WEALTH ADVISORY, STRATEGIC WEALTH MANAGEMENT, STREAMLINE WEALTH, SUNODIA CAPITAL MANAGEMENT, TACTICAL WEALTH MANAGEMENT, TAXWISE WEALTH MANAGEMENT, INC., TEMPO WEALTH, TEMPUS ADVISORY GROUP, TENURED ADVISORS, THE DRL GROUP, THE GILMORE GROUP, THE HAKEL FABRIZIO FINANCIAL GROUP, THE KAHL GROUP, LLC, THE PASTOR FINANCIAL GROUP, THREE PEAKS WEALTH MANAGEMENT, THREE RIVERS EQUITY MANAGEMENT, THREE RIVERS WEALTH MANAGEMENT GROUP, TIDEWATER WEALTH MANAGEMENT, TIPTON WEBER WEALTH MANAGEMENT, TOUPS WEALTH MANAGEMENT, TRINITAS WEALTH PARTNERS, TRUEWEALTH ADVISORS, LLC, ULIN & CO. WEALTH MANAGEMENT, UNIFI ADVISORS, VALLEY WEALTH ADVISORS, VISION WEALTH STRATEGIES, LLC, WAGNER FINANCIAL, WALDO WEALTH PARTNERS, WALKER BASTONI WEALTH MANAGEMENT, WEALTH CAPITAL PARTNERS, WEALTH STEWARDS FINANCIAL, WEALTH STRATEGIES PARTNERS, WEALTH(K)ARE PARTNERS, WEALTHWORTH, WELDEN FINANCIAL, WISTERIA WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 1,073. Performing investment advisory functions: 515.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCGoldman Sachs Custody SolutionsLPL Financial LLCMid Atlantic Trust Company · affiliatedNational Financial Services LLCRaymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

191 other offices, as of the October 2026 filing

Aberdeen, SDAlbuquerque, NMAlpharetta, GAArlington Heights, ILArlington, MAAshland, WIAtlanta, GAAustin, TXAventura, FLBaker, MTBakersfield, CABaton Rouge, LABeachwood, OHBeaumont, TXBellevue, WABethlehem, PABeverly Hills, CABirmingham, ALBismarck, NDBismark, NDBluffton, SCBoca Raton, FLBottineau, NDBowman, NDBurlington, MACanonburg, PACanton, OHCentury City, CAChanhassen, MNCharlotte, NCCharlottesville, VAChaska, MNCleveland, OHColumbia, MDColumbia, MOColumbus, OHConcord, MAConover, NCCortez, COCovington, LACut Off, LADallas, TXDayton, OHDaytona Beach, FLDecatur, GADeerfield, ILDelray Beach, FLDenver, CODestin, FLDestrehan, LADover, OHDry Prong, LAEagan, MNEdgeley, NDErie, PAEssex Junction, VTExcelsior, MNExeter, NHFargo, NDFarmington, UTFlemington, NJFlorham, NJFolsom, CAFort Lauderdale, FLFranklin, TNFranktown, COFredonia, NYFrisco, TXGahanna, OHGold River, CAGrand Rapids, MIGreenville, MEGreenville, SCGulfport, MSHammond, LAHarrisburg, PAHigh Point, NCHomer Glen, ILHouma, LAIrvine, CAIrwin, PAJacksonville, FLJamestown, NDJohns Island, SCJunction City, KSJupiter, FLKaty, TXKeywest, FLLafayette, LALake Charles, LALakewood Ranch, FLLamoure, NDLincoln, NELititz, PALos Alamitos, CALos Angeles, CALutcher, LAMadison, CTManchester, CTManderson, WYManhattan, KSMarietta, GAMaumee, OHMcLean, VAMcMurray, PAMedina, MNMemphis, TNMendeville, LAMeriden, CTMerrillville, INMetairie, LAMilldale, CTMilwaukee, WIMonroe, LAMontvale, NJMorland Hills, OHMuscatine, IANashville, TNNew Castle, PANew Haven, CTNew Iberia, LANew Orleans, LANew York, NYNewburg, PANewburyport, MANewnan, GANewton, MANorfolk, MANorman, OKNorth Canton, OHNorth Haven, CTNorthfield, ILNorthville, MINovato, CANovi, MIOakes, NDOkemos, MIOntario, CAOverland Park, KSPalmetto Bay, FLPark Falls, WIPasadena, CAPeachtree Corners, GAPierre, SDPittsburgh, PAPlano, TXPortsmouth, NHRamsey, NJReading, MARocky River, OHRoselle, ILRoswell, GASalina, KSSan Diego, CASanta Monica, CASanta Rosa, CASarasota, FLSarver, PAScottsdale, AZSeal Beach, CASellersville, PAShreveport, LASidney, NESioux Falls, SDSouthern Pines, NCSparta, NJSpartanburg, SCSt. Louis, MOSt. Paul, MNSt. Simons Island, GAStamford, CTStaunton, VAStevenson Ranch, CAStevensville, MISunnyvale, CATampa, FLTaylors, SCTequesta, FLThompson Station, TNTinton Falls, NJTroy, MITroy, OHTulsa, OKValdosta, GAValparaiso, INWashington, DCWesborough, MAWest Hartford, CTWestlake, OHWexford, PAWoodbury, MN

States registered or notice-filed

53 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $5,681,830,217 in the October 2021 data and $43,214,714,138 in the October 2026 data, up 661%.

Total employees: 182 in October 2021 and 1,073 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name South Louisiana Wealth Management.
   • Added the business name Birchline Wealth Management, LLC.
   • Changed its office addresses in Thompson Station, TN.
   • Changed its office addresses in Wexford, PA.
   • Added an office in Bethlehem, PA.
   • Added an office in Covington, LA.
   • No longer lists an office in Freeport, PA.
   • No longer lists an office in Newburg, PA.
   • No longer lists an office in Roseville, CA.
   • No longer lists an office in Sarasota, FL.
2. September 2026
   • No longer lists the business name Tribox Private Wealth.
   • No longer lists the business name Streamline Wealth Management.
   • No longer lists the business name Sankalpa Capital.
   • No longer lists the business name Resolute Wealth Management.
   • No longer lists the business name AMI Investment Advisory Services, Inc.
   • Added the business name Walker Bastoni Wealth Management.
   • Added the business name Truewealth Advisors, LLC.
   • Added the business name Streamline Wealth.
   • Added the business name SNKP Capital.
   • Changed its office addresses in Metairie, LA.
   • Changed its office addresses in Shreveport, LA.
   • Added an office in Atlanta, GA.
   • Added an office in Baton Rouge, LA.
   • Added an office in Eagan, MN.
   • Added an office in Santa Monica, CA.
   • Added an office in Santa Rosa, CA.
   • Added an office in Sarasota, FL.
   • Added an office in Taylors, SC.
   • No longer lists an office in Beverly Hills, CA.
   • No longer lists an office in Bloomington, MN.
   • No longer lists an office in Centerville, OH.
   • No longer lists an office in Palm Beach Gardens, FL.
   • No longer lists an office in Port Allen, LA.
   • No longer lists an office in Youngstown, OH.
3. August 2026
   • Added the business name Tipton Weber Wealth Management.
   • Changed its office addresses in Erie, PA.
   • Added an office in Cortez, CO.
   • Added an office in Tinton Falls, NJ.
   • No longer lists an office in Holmdel, NJ.
4. July 2026
   • No longer lists the business name Wealth Conscious Management.
   • Added the business name Sankalpa Capital.
   • Added an office in Atlanta, GA.
   • Added an office in Beverly Hills, CA.
   • Added an office in Thompson Station, TN.
   • No longer lists an office in Laguna Niguel, CA.
5. June 2026
   • Added the business name Nimmo Wealth Partners LLC.
   • Added the business name Flintridge Private Wealth.
   • Changed its office addresses in Fargo, ND.
   • Added an office in Pasadena, CA.
   • Added an office in Stevenson Ranch, CA.
   • Updated its list of owners and control persons (Schedule A).
6. May 2026
   • Added the business name Cana Wealth Management.
   • Added the business name Corewealth Financial Advisors.
   • Added the business name Honor Guard Wealth.
   • Added the business name Perrotti Partners Wealth Management.
   • No longer lists the business name Corewealth Investment Advisors.
   • No longer lists the business name Cornerstone Wealth Advisors.
   • No longer lists the business name Perrotti Hamilton Wealth Management.
   • No longer lists the business name Snow Financial Group, LLC.
   • Changed its office addresses in Dallas, TX.
   • Changed its office addresses in McLean, VA.
   • Changed its office addresses in Norman, OK.
   • Added an office in Merrillville, IN.
   • Added an office in Valparaiso, IN.
   • No longer lists an office in Covington, LA.
   • No longer lists an office in Florence, AL.
   • No longer lists an office in Little Rock, AR.
   • No longer lists an office in Nokesville, VA.
7. April 2026
   • Regulatory assets under management went from $27,379,149,905 to $43,214,714,138 (+58%).
   • Employees performing advisory functions went from 465 to 515.
   • Added the business name E&E Wealth.
   • Added the business name Unifi Advisors.
   • Added the business name Aurion Wealth Inc..
   • Added the business name Link Financial LLC.
   • Added the business name The Kahl Group, LLC.
   • Added the business name Fox & Associates LLC.
   • Added the business name Jacobs Coolidge & Co.
   • Added the business name Crowley Wealth Management.
   • Added the business name J. Taylor Private Wealth.
   • Added the business name Snow Financial Group, LLC.
   • Added the business name Adair Financial Group, LLC.
   • Added the business name Oak Capital Private Wealth.
   • Added the business name Sunodia Capital Management.
   • Added the business name Maher Wealth Management, LLC.
   • Added the business name Seven Bridges Wealth Advisors.
   • Added the business name Gold Coast Benefits Group, Inc..
   • Added the business name August Financial Consulting, LLC.
   • Added the business name Normandy Financial Services, LLC.
   • Added the business name American Trust Wealth (at Wealth).
   • Added the business name Retirement Benefit Partners, Inc..
   • Added the business name South Louisiana Financial Services.
   • Added the business name Plum Creek Investment Services Inc..
   • Added the business name Donnelly Investment and Wealth Advisors, Inc..
   • Added the business name Krueger, Fosdyck, Brown, McCall & Assoc (kfbma LLC).
   • No longer lists the business name E & E Wealth.
   • No longer lists the business name Goss Advisors.
   • No longer lists the business name Link Financial.
   • No longer lists the business name The Kahl Group.
   • No longer lists the business name Unifi Advisors LLC.
   • No longer lists the business name Snow Financial Group.
   • No longer lists the business name Adair Financial Group.
   • No longer lists the business name American Trust Wealth.
   • No longer lists the business name Jacobs Coolidge & Co..
   • No longer lists the business name Maher Wealth Management.
   • No longer lists the business name Aurion Wealth Management.
   • No longer lists the business name J Taylor Private Wealth.
   • No longer lists the business name Gold Coast Benefits Group.
   • No longer lists the business name Providence Private Wealth.
   • No longer lists the business name Safe Harbor Group Benefits.
   • No longer lists the business name August Financial Consulting.
   • No longer lists the business name Normandy Financial Services.
   • No longer lists the business name Retirement Benefit Partners.
   • No longer lists the business name Oak Capital Financial Advisors.
   • No longer lists the business name Plum Creek Investment Services.
   • No longer lists the business name Sunodia Capital Management, LLC..
   • No longer lists the business name Thomas J. Birch Financial Advisory.
   • No longer lists the business name Donnelly Investment and Wealth Advisors.
   • No longer lists the business name Mid Atlantic Financial Management, Inc..
   • No longer lists the business name South Louisiana Financial Services, LLC.
   • No longer lists the business name Krueger, Fosdyck, Brown, McCall & Associates.
   • Changed its office addresses in Arlington Heights, IL.
   • Changed its office addresses in Boca Raton, FL.
   • Changed its office addresses in Dallas, TX.
   • Changed its office addresses in Los Angeles, CA.
   • Changed its office addresses in Milldale, CT.
   • Changed its office addresses in New Haven, CT.
   • Changed its office addresses in Novato, CA.
   • Changed its office addresses in Ontario, CA.
   • Changed its office addresses in St. Simons Island, GA.
   • Changed its office addresses in West Hartford, CT.
   • Added an office in Century City, CA.
   • Added an office in Cleveland, OH.
   • Added an office in Deerfield, IL.
   • Added an office in Florence, AL.
   • Added an office in Roseville, CA.
   • No longer lists an office in Greenville, DE.
   • No longer lists an office in Independence, OH.
   • No longer lists an office in Lafayette, CO.
   • No longer lists an office in Little Rock, AR.
   • No longer lists an office in Littleton, CO.
   • No longer lists an office in Madison, AL.
   • Updated its list of owners and control persons (Schedule A).
8. March 2026
   • Added the business name Parion Wealth.
   • No longer lists the business name Periscope Wealth Management.
   • No longer lists the business name Symphony Wealth.
   • No longer lists the business name WR Wealth Planning, LLC..
   • Changed its office addresses in Woodbury, MN.
9. February 2026
   • Added the business name Archhaven & Co. Wealth Partners.
   • Added the business name Cleartrust Wealth Advisors.
   • Added the business name Deepriver Wealth.
   • Added the business name Detillier Financial Advisors.
   • Added the business name Freedom Wealth Planning LLC.
   • Added the business name Pointcrest Wealth Management.
   • Changed its office addresses in Fort Lauderdale, FL.
   • Changed its office addresses in Sioux Falls, SD.
   • Added an office in Franklin, TN.
   • Added an office in Jamestown, ND.
   • Added an office in Lutcher, LA.
   • Added an office in Medina, MN.
   • Added an office in New York, NY.
   • No longer lists an office in Brunswick, GA.
   • No longer lists an office in Orono, MN.
   • No longer lists an office in Valley City, ND.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.