N
$27.4B Total AUM
$26.7B Disc. AUM
29.6% 3Y CAGR
768 Employees
43,106 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · Folio Investments · LPL Financial · MID Atlantic · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Quantum vitalFusion +more
- Established Date
- 06-20-2014
- Office Locations
- 263
Office Locations
1 Galleria Blvd Suite 2105 Metairie LA
1 Maynard Drive Park Ridge NJ
1 Village Green Circle Suite 100 Charlottesville VA
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.
Team overview
47 AVG AGE
$58.9M AVG AUM / ADVISOR
$635.2K AVG AUM / CLIENT
3 yrs AVG TENURE
768 Employees
465 Advisory Reps
465 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Optima pioneer Momentum vertex Optima glacier Atlas Signal ember Zenith eagle Harbor focus
Client Personas
Catalyst Frontier Focus
CRM
Catalyst Focus legacy
Custodian
Matrix Summit peak Insight momentum Bridge Oak Vector Wave Legacy matrix Ember Bridge Harbor Optima capital
Investment Themes
Focus Peak value Summit legacy Fusion Vector Vital legacy Signal insight
Investment Vehicles
Vital quantum Timber north Oak
Platform
Eagle Signal Catalyst timber Oak
Services
Momentum quantum Delta pathway Oak Summit Foundation foundation Vertex Peak meridian Wave radial Legacy glacier Frontier catalyst Legacy Value
Technology
Beacon Fusion Crest catalyst
Owner & Executives
J
JOSEPH FRANKLIN BANCO JR
Chief Financial Officer, TREASURER
- CRD
- #2850198
- Ownership
- Less than 5%
(236) 244-7997
harbor.frontier@bridgecapital.com
in linkedin.com/in/bridge-wave
WILLIAM CARL BRAND
Chief Compliance Officer
- CRD
- #4441531
- Ownership
- Less than 5%
(514) 562-4830
element.atlas@alphacapital.com
in linkedin.com/in/timber-timber
G
Glacier value
Ridge momentum oak
- CRD
- #82932
- Ownership
- 29.8%
(272) 349-8383
fusion.insight@fusioncapital.com
in linkedin.com/in/harbor-wave
Showing 2 of 7 owners & executives
Unlock allContacts
RAMI ABDELHADI
--
- CRD
- #3240223
(265) 713-7239
radial.foundation@valuecapital.com
in linkedin.com/in/prime-meridian
R
RILEY THOMAS ADAMS
Analyst
- CRD
- #6239687
(441) 335-3925
vital.matrix@momentumcapital.com
in linkedin.com/in/bridge-oak
F
Focus wave
Focus harbor ridge
- CRD
- #95259
(728) 421-4892
zenith.harbor@valuecapital.com
in linkedin.com/in/fusion-atlas
Showing 2 of 590 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,710,254,226 | $328,418 |
| Non-Discretionary | $668,895,679 | $621,073 |
| Total | $27,379,149,905 | $332,243 |
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Separately Managed Accounts
Total SMA Asset: $27,379,149,905
Public Funds:
15.6% Equity - Exchange:
19.5% Cash:
12.0% Corporate - Investment Grade:
15.0% Municipal Bonds:
8.0% U.S. Government/Agency:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $687,365,602 | 15.6% |
| Equity - Exchange | $859,207,003 | 19.5% |
| Cash | $528,742,771 | 12.0% |
| Corporate - Investment Grade | $660,928,464 | 15.0% |
| Municipal Bonds | $352,495,181 | 8.0% |
| U.S. Government/Agency | $1,317,450,738 | 29.9% |
| Total | $4,406,189,759 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH UNISON | NORTH HORIZON | 62R83RLF7 | LWD | 11.43% | $101,747,358 |
| SIGNAL LEGACY | VITAL VITAL | TWCIA8EY3 | HAI | 8.39% | $101,866,715 |
| VALUE VECTOR MERIDIAN | VALUE ELEMENT | 1S2TWFKH6 | IXAV | 7.03% | $32,010,312 |
| CREST FOCUS ELEMENT | OPTIMA HORIZON | ZC32D69WO | VGEG | 5.27% | $77,590,348 |
| EMBER TIMBER | EAGLE FUSION | 3L3DHH4KA | JFKZK | 9.11% | $58,795,466 |
| VECTOR RADIAL | HARBOR BEACON | 1K7L2LT2G | QDORB | 9.93% | $86,760,482 |
| FOCUS PATHWAY | CATALYST CAPITAL | TAXQLHZOT | YTSZ | 11.63% | $34,460,574 |
| CATALYST FOCUS | VITAL FRONTIER | EGP5OXIQ5 | OWW | 4.08% | $32,006,510 |