Articles from NewEdge Advisors, LLC

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today Krueger, Fosdyck, Brown, McCall & Associates, a team based in Destin, Florida, has joined the firm from Merrill Lynch, where they managed $1.4 billion in client assets.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Dallas-based BFS Advisory Group joined the firm from Osaic where the team was overseeing approximately $318 million in client assets.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Stonebridge Financial Partners, a Michigan-based team, has joined the firm from Carson Wealth where they were overseeing approximately $540 million in client assets.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Nesso Wealth, a Milldale, Connecticut-based team, has joined the firm from Carson Wealth where they were overseeing approximately $262 million in client assets.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that it has expanded its affiliation options to include an employee model that will provide financial advisors greater flexibility — and opportunities — to pursue growth.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that the firm added seven new advisory groups to the platform in the third quarter. These teams are comprised of 12 advisors with nearly $1.4 billion in assets under advisement. The added advisor groups include Alluvial Wealth Partners in Memphis, TN; Beaumont Wealth Advisors in Beaumont, TX; Congruent Wealth in Jacksonville, FL; Cornerstone Wealth Advisors in Madison, AL; E&E Wealth in Troy, MI; Murry Wealth Management in Mandeville, LA; and Oak Capital Financial Advisors in Port Allen, LA.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that five new advisory groups, with nine advisors and over $1.1 billion in assets under advisement, joined the platform in the second quarter of 2022. The added advisor groups include Generate Wealth in Pasadena, CA; Libertas Financial Partners in Rockwall, TX; Pension Financial Group in Los Alamitos and Bakersfield, CA; Radiant Wealth Management in North Haven, CT; and Tribox Private Wealth in Palm Beach Gardens, FL.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that five new advisory groups, with ten advisors and $1 billion in assets under advisement, joined the platform in the first quarter of 2022. The added advisor groups include Atlantic Ave Advisors in Delray Beach, FL; Clearpath Wealth Partners in Norman, OK; Crescent Wealth Management in Greenville, SC; Lagniappe Wealth Management in Shreveport, LA; and WealthWorth in Alpharetta, GA.

NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting over 200 independent financial advisors nationwide, added 12 advisors across five teams with $834 million in assets under advisement in the fourth quarter alone.