SourcingSourcing

NEWEDGE ADVISORS, LLC

C27
CRD 171351·SEC 801-79876·NEW ORLEANS, LA
AUM
$43.21B
$1B+
Est. Revenue
$432.1M
@ 1% on AUM
Est. EBITDA
$129.6M
@ 30% margin
Est. Deal Value
$1.04B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEWEDGE ADVISORS, LLC
CRD
171351
SEC file #
801-79876
EIN
460854203
DBA names
Newedge Advisors

Economics

AUM
$43.21B
AUM band
$1B+
AUM trajectory
'20'26
$2.54B → $43.21B▲ +1603%
Client mix
Individuals Other35,697
Individuals High Net Worth13,112
Corporations663
Pension Profit Sharing Plans259
Charitable Organizations166

Operations

Employees (total)
1,073
Advisory staff (per ADV)
515
Advisory staff (5-yr trend)
'20'26
135 advisors → 515 advisors▲ +281%
Primary office
NEW ORLEANS LA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
moranprivatewealth.com

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEW EDGE CAPITAL GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
NEW EDGE CAPITAL GROUP, LLC
BANCO, JOSEPH, FRANKLIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MORANPRIVATEWEALTH.COM
Rdap Domain Creation Date
2025-02-26T14:36:20Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
17
Form 5500 Total Compensation
360,553
Form 5500 Compensation Trajectory 3y
2025360,553
Form 5500 Plan Count Trajectory 3y
202517
Schedule C Total Compensation
360,553
Schedule C Service Provider Rows
17

SEC EDGAR

Edgar Cik
0001633516
Edgar Registered
Yes
Edgar Filing Count
50
Edgar First Filing Date
2015-02-17
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2026-05-18
Accession0001213900-26-057996
Edgar Former Names
GWM Advisors LLC
Goss Wealth Management LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
30
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity6
Lpl Financial5
Raymond James4
E*trade4
Edgar Addresses
Mailing
858 CAMP STREETNEW ORLEANS, LA 70130
Business
858 CAMP STREETNEW ORLEANS, LA 70130
Edgar EIN
460854203
Edgar Recent Filings
13F-HR2026-05-18 · 0001213900-26-057996
13F-HR2026-02-18 · 0001213900-26-017857
Fee Schedule
Bracket Ix49
Bracket I36
Bracket Xi7
Bracket Iv3
Bracket Vi3
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-26T14:36:20Z
Rdap Domain Last Changed
2025-02-26T14:36:20Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (60)

60
SMITH, KYLE, PETER
IAR · Executive Officer · 2.5%
2142563
BANCO, JOSEPH, FRANKLIN
Executive Officer · 2.5%
2850198
BRAND, WILLIAM, CARL
Executive Officer · 2.5%
4441531
CUTLER, JEFFREY, STONE
Executive Officer · 2.5%
4972266
DeLoach, Jennifer, Ford
Executive Officer · 2.5%
4021337
GOSS, ALEXANDER, THOMAS
Executive Officer · 2.5%
5653571
SARVER-CORBETT, ERIN, PAIGE
Executive Officer · 2.5%
6921773
SCHNIER, DAVID, JASON
Executive Officer · 2.5%
5110928
Schoepf, Justin, Charles
Executive Officer · 2.5%
5813460
SYMECKO, DAVID, BARON
Executive Officer · 2.5%
2664055
TURNER, NEIL, DICKMAN
Executive Officer · 2.5%
6584184
MARK HARTNETT BASOLA
IAR
7954895
Reginald Gerald Gooden
IAR
7861010
Anna Caroline Long
IAR
7648272
Quinton Joseph Autin
IAR
7499515
David C Tang
IAR
7890418
RILEY THOMAS ADAMS
IAR
6239687
JENNIFER ELLERY COLBY
IAR
6384637
Erik Olson
IAR
5528907
Connor Brian Mire
IAR
7455966
JULIE CHRISTINE HINSZ
IAR
2382863
RONALD JAMES PREJEAN
IAR
3183743
Jeffrey Bryant Hammack
IAR
7510273
Elizabeth Ashley Zemak
IAR
7821124
JERROD ALLEN PINKSTON
IAR
2194716
BRYAN DELORUM NORRIS
IAR
5654832
COURTNEY D TROYANO
IAR
4956257
WILLIAM JOSEPH WOODS
IAR
4313710
DAVID EDWARD LACINSKI
IAR
3039026
GREGORY SCOTT ENGLAND
IAR
4970694
ROBERT K BRITTON
IAR
4848445
DARIN J BOHL
IAR
5574139
WILLIAM CLYDE MCMORRAN
IAR
2027360
JOHN VINCENT KUCSERKA
IAR
3114575
IRIS JOY ROTH
IAR
1797031
Grant R Davis
IAR
7777647
JIM HARRISON BOOTSMA
IAR
2087134
Adam B Heapy
IAR
8030392
MICHAEL THOMAS HOUGHTON
IAR
6256437
Marie Claire Elliott
IAR
7547074
HARLAN DICKSON HUGHES
IAR
2644577
DANIEL JOSEPH PERROTTI
IAR
4536013
CALEB SAMUEL RODRIGUEZ
IAR
6241440
NITA R PASTOR
IAR
2030056
William Isaac McKinnon
IAR
8142330
Avery W Tse
IAR
7782919
Cory A Paton
IAR
7772676
Ryan Harrison
IAR
8071034
PATRICIA ADAIR MORGAN
IAR
1160095
Cody Orville Brooks
IAR
7496245
CHARLES AARON STOWMAN
IAR
4664011
GREGORY DAVID BRIGHT
IAR
5521314
SARAH F FONG
IAR
2937709
RYAN ROBERT GESCHKE
IAR
5481670
ERIC BRIAN ANDRESEN
IAR
4206526
MATTHEW D HAND
IAR
6674700
GEOFFREY SEAN HANSEN
IAR
2800227
Evan Andresen
IAR
7577792
Aidan Joseph McDaniel
IAR
7886937
Elias Brian Andresen
IAR
8126855