Newedge Advisors
New Orleans, LA·SEC-registered · CRD #171351
Newedge Advisors is an SEC-registered investment advisory firm in New Orleans, LA managing $43B across 105k client accounts, with 515 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$43B
Client accounts
105k
Advisory staff
515
Fee model
Fee-based
How Newedge Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Newedge Advisors
How much does Newedge Advisors manage?
Per its most recent SEC Form ADV filing (06/02/2026), Newedge Advisors reports $43B in regulatory assets under management across roughly 105k client accounts.
How does Newedge Advisors charge?
Newedge Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Newedge Advisors a fiduciary?
Yes. Newedge Advisors is registered with the U.S. Securities and Exchange Commission (CRD #171351), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Newedge Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Newedge Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Newedge Advisors's public SEC Form ADV filing (CRD #171351, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Newedge Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Newedge Advisors? Claim this profile.