Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

New Edge Wealth financial advisors in Coral Gables, FL

Every SEC-registered investment adviser representative at a New Edge Wealth office in Coral Gables, A to Z.

7 registered advisors work at New Edge Wealth in Coral Gables, out of 143 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

New Edge Wealth advisors in Coral Gables, A to Z

Every New Edge Wealth advisor →

New Edge Wealth advisors in every city and state →New Edge Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

New Edge Wealth advisors in other cities

Stamford, CT 91Atlanta, GA 7Delray Beach, FL 5Miami, FL 5New York, NY 4Wayzata, MN 4Allentown, PA 3Chicago, IL 2Darien, CT 2Fort Lauderdale, FL 2Park City, UT 2San Francisco, CA 2Alpharetta, GA 1Durham, NC 1Houston, TX 1

Other firms in Coral Gables

All Coral Gables advisors →

UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17

Questions

How many financial advisors does New Edge Wealth have in Coral Gables?

7 investment adviser representatives are registered at New Edge Wealth offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 143 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is New Edge Wealth one of the largest advisor employers in Coral Gables?

New Edge Wealth ranks number 25 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

How do I check a New Edge Wealth advisor in Coral Gables?

Each advisor below 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. Advisors are listed at the city of the New Edge Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.