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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Folio Investments · LPL Financial · MID Atlantic · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-2014
- Office Locations
- 278
Office Locations
About Newedge Advisors
NewEdge Advisors is an independence platform built by advisors for established financial advisors and RIAs. The firm partners with independent teams, providing advisor-built technology, compliance and transition support, and a collaborative peer community. Its Investment Program offers a flexible, low-cost, customizable UMA solution, and its Advisor Succession Program helps advisors monetize or transition a book while maintaining autonomy and control.
Reported data analysis
What the numbers show
Between December 15, 2025 and August 31, 2026, reported AUM increased 57.8%, from $27.4B to $43.2B.
Across 5 reported observations, AUM increased 243.6% between December 1, 2022 and August 31, 2026, from $12.6B to $43.2B.
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 515 advisory representatives and 50,020 clients, or 97.1 clients per representative. That equates to $863.9K in reported AUM per client.
The profile lists 278 reported office locations and 12 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOSEPH FRANKLIN BANCO JR
Chief Financial Officer, TREASURER
- CRD
- #2850198
- Ownership
- Less than 5%
WILLIAM CARL BRAND
Chief Compliance Officer
- CRD
- #4441531
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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RAMI ABDELHADI
--
- CRD
- #3240223
Zhyar Rahman Abdul
--
- CRD
- #6942858
Showing 2 of 608 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,825,259,289 | $415,646 |
| Non-Discretionary | $1,389,454,849 | $585,527 |
| Total | $43,214,714,138 | $419,560 |
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Separately Managed Accounts
SMA allocation detail is available
Newedge Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Newedge Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.