Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors

Every SEC-registered investment adviser representative at New Edge Wealth, by the state and city of the office they work from.

135 registered advisors work at New Edge Wealth, in 13 states and 25 cities; the most are in Stamford, CT (80). 0 list the CFP designation and 107 are also registered broker representatives.

Search every New Edge Wealth advisor by name →New Edge Wealth: assets, clients and custodians →

Cities with the most New Edge Wealth advisors

Stamford, CT 80Coral Gables, FL 7Delray Beach, FL 5Miami, FL 5Wayzata, MN 5Atlanta, GA 4New York, NY 3Chicago, IL 2Darien, CT 2Durham, NC 2Houston, TX 2Knoxville, TN 2McMurray, PA 2Nashville, TN 2San Francisco, CA 2Allentown, PA 1Alpharetta, GA 1Boca Raton, FL 1Fort Lauderdale, FL 1Franklin, TN 1Manhattan Beach, CA 1McMurrary, PA 1New Albany, OH 1Rogers, AR 1Sarasota, FL 1

New Edge Wealth advisors by state

New Edge Wealth in Connecticut 82

Stamford 80Darien 2

New Edge Wealth in Florida 20

Coral Gables 7Delray Beach 5Miami 5Boca Raton 1Fort Lauderdale 1Sarasota 1

New Edge Wealth in Georgia 5

Atlanta 4Alpharetta 1

New Edge Wealth in Minnesota 5

Wayzata 5

New Edge Wealth in Tennessee 5

Knoxville 2Nashville 2Franklin 1

New Edge Wealth in Pennsylvania 4

McMurray 2Allentown 1McMurrary 1

New Edge Wealth in California 3

San Francisco 2Manhattan Beach 1

New Edge Wealth in New York 3

New York 3

New Edge Wealth in Illinois 2

Chicago 2

New Edge Wealth in North Carolina 2

Durham 2

New Edge Wealth in Texas 2

Houston 2

New Edge Wealth in Arkansas 1

Rogers 1

New Edge Wealth in Ohio 1

New Albany 1

Questions

How many financial advisors does New Edge Wealth have?

135 investment adviser representatives are registered with New Edge Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 13 states and 25 cities. 0 list the CFP designation and 107 are also registered as broker representatives.

Where does New Edge Wealth have the most advisors?

Stamford, CT, with 80 registered advisors, then Coral Gables, FL (7). By state, Connecticut has the most, with 82.

How do I find a New Edge Wealth financial advisor near me?

Pick your state below, then your city, to see every New Edge Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at New Edge Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →