NewEdge Advisors

NewEdge Advisors is a financial planner in New Orleans, LA, located at 858 Camp St. The firm operates as a partnership of established financial advisors dedicated to making independence easier, more profitable, and more successful for those already successful in the industry. It serves clients through a network of over 450 independent advisors who share infrastructure and resources to manage time and expenses more effectively. The firm holds a 5.00 rating based on customer reviews.

NewEdge Advisors was built by advisors for advisors, tracing its roots back over 35 years with deep experience supporting wealth management businesses. The firm provides a best-in-class, technology-enabled platform for independent advisors, offering a flexible, low-cost, customizable UMA investment solution and technology built by advisors to help practices run more efficiently. The firm also offers an Advisor Succession Program that allows advisors to extract value from their business, monetize revenue while maintaining autonomy, acquire other advisor books, or transition their books upon retirement. The leadership team includes co-founders Alex Goss, Neil Turner, and Jerry Goss, along with a broader group of executives and specialists in compliance, operations, and business development who bring more than 60 years of combined industry experience.

NewEdge Advisors is part of NewEdge Capital Group, a leading provider of technology-enabled solutions for financial advisors. The group includes advisors and reps affiliated with NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, and is part of EdgeCo Holdings, a diversified financial services organization with over 325 employees. The firm’s structure is designed to share costs and resources across a network of professional advisors, allowing them to invest more time into client care.

The firm is recognized for its positive rating from the customers who have reviewed it, reflecting the satisfaction of those who engage with its services.

NewEdge Advisors combines its deep industry roots with a collaborative platform to support financial planning in New Orleans.

NewEdge Advisors sits on Camp Street in New Orleans, just a tenth of a mile from the Contemporary Arts Center and the Ogden Museum of Southern Art. The location is also near Saint Charles Avenue and the Howard Memorial Library.

BizScoreAI gives NewEdge Advisors a technical score of 93 out of 100, which means the website is secure and easy for search engines to read without errors. The business also holds a discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the firm can be recommended by AI assistants.

Services:

• Compliance Assistance
• Independent Advisory Practice Support
• Investment Program
• Technology Solutions for Advisors
• Transition Management