About Newedge Advisors
<p>Founded in 2012, NewEdge Advisors is a registered investment advisor that focuses on supporting independent financial advisors with the day-to-day infrastructure needed to run their practices.</p> <p>Headquartered in New Orleans and serving the Gulf Coast region, the firm also has offices in Stamford (near the New York metro area), Atlanta, and San Francisco in the Bay Area. NewEdge Advisors reported $88.0B in assets under management in 2026.</p> <p>NewEdge Advisors runs an advisor platform that blends technology with operational help, so advisors can spend more time with client relationships and less time on back-office work. The firm’s model centers on making independence simpler for advisors who want to build their own businesses.</p> <p>What sets NewEdge Advisors apart is its emphasis on an advisor-first operating platform built to support independent practice growth across multiple U.S. markets.</p> <ul> <li>Registered investment advisor (RIA) founded in 2012</li> <li>Advisor support platform with technology and operations</li> <li>Headquarters in New Orleans with offices in Stamford, Atlanta, and San Francisco</li> <li>$88.0B AUM reported for 2026</li> <li>Listed in the <a href="/plan-advisors">plan advisors</a> directory</li> </ul>
Website: https://www.newedgeadvisors.com/
Founded: 2012
Office Locations
- New Orleans, LA (Headquarters)
- Stamford, CT
- Atlanta, GA
- San Francisco, CA
- San Francisco, CA
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $88.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | UNITED AIRLINES, INC., IL | $16.8B | 17,444 |
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | SOUTHWEST AIRLINES COMPANY, TX | $11.6B | 11,679 |
| SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | THE CHARLES SCHWAB CORPORATION, TX | $8.9B | 32,145 |
| SCPMG KEOGH PLAN | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $7.9B | 11,088 |
| HUMANA RETIREMENT SAVINGS PLAN | HUMANA INC., KY | $7.7B | 42,968 |
| HDR, INC. BEST PLAN AND ESOP | HDR, INC., NE | $7.7B | 12,137 |
| EDISON 401(K) SAVINGS PLAN | SOUTHERN CALIFORNIA EDISON COMPANY, CA | $6.3B | 13,749 |
| INTUIT INC. 401(K) PLAN | INTUIT INC., CA | $3.7B | 24,200 |
| BLACK & VEATCH RETIREMENT PROGRAM | BVH, INC., KS | $3.0B | 7,022 |
| BLACK & VEATCH RETIREMENT PROGRAM | BLACK & VEATCH HOLDING COMPANY, KS | $2.7B | 7,191 |
| WOOD 401(K) PLAN | WOOD GROUP U.S. HOLDINGS, INC., TX | $2.1B | 6,541 |
| BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN | BROWN & BROWN, INC., FL | $1.8B | 12,393 |
| INFINEON TECHNOLOGIES SAVINGS PLAN | INFINEON TECHNOLOGIES AMERICAS CORP., CA | $1.7B | 3,569 |
| PITNEY BOWES INC. 401(K) PLAN | PITNEY BOWES INC., CT | $1.7B | 5,862 |
| MARVELL SEMICONDUCTOR 401K RETIREMENT PLAN | MARVELL SEMICONDUCTOR, INC., CA | $1.4B | 2,970 |
| CROWN CASTLE INC. 401(K) PLAN | CROWN CASTLE INC., TX | $1.1B | 3,947 |
| WSGR 401(K) AND PROFIT SHARING PLAN | WILSON SONSINI GOODRICH & ROSATI, PC, CA | $1.0B | 1,984 |
| HOK GROUP, INC. 401(K) PROFIT SHARING PLAN | HOK GROUP, INC., MO | $362M | 1,414 |
| PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | PHELPS DUNBAR, LLP, LA | $295M | 727 |
| AMERICAN CONSOLIDATED NATURAL RESOURCES, INC. SAVINGS AND SECURITY PLAN | AMERICAN CONSOLIDATED NATURAL RESOURCES, INC., OH | $267M | 1,407 |
Showing top 20 of 42 plans serviced in 2024.