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NEWEDGE ADVISORS
Legal name: NEWEDGE ADVISORS, LLC
CRD 171351File 801-79876
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$43.21B
Top 10% of cohort (national)
Discretionary AUM
$41.83B
Non-discretionary $1.39B
Clients
49,897
103,000 accounts
Employees
1,073
Top 10% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 20, 2014
- Principal office
- 858 CAMP STREET, NEW ORLEANS, LA, 70130
- Phone
- 504-459-4391
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $43.21B
- Discretionary AUM
- $41.83B
- Non-discretionary AUM
- $1.39B
- Discretionary accounts
- 100,627
- Non-discretionary accounts
- 2,373
- Total accounts
- 103,000
- AUM per client
- $866K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 663 | $2.98B |
| Charitable organizations | 166 | $200.2M |
| High net worth individuals | 13,112 | $28.42B |
| Pension and profit sharing plans | 259 | $322.1M |
| Individuals (other than high net worth individuals) | 35,697 | $11.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 49898 | 49897 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.