NEW ORLEANS, LACRD 171351Latest ADV April 24, 2026
Newedge Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated April 24, 2026, reports $43.2B in regulatory assets under management, 1,073 employees, 99 offices, and 103,000 accounts.
Top client segmentIndividuals represent 71.5% of total clients.
Top client categories% of clientsClients
1
Individuals
71.5%
35,697
2
HNWI
26.3%
13,112
3
Corporations
1.3%
663
4
Pension Plans
0.5%
259
5
Charitable
0.3%
166
Additional categories (<0.1%)
LPL<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$43.2Bas of April 24, 2026
Discretionary96.8%
$41.8B
97% of total RAUM96.8%
Non-discretionary3.2%
$1.4B
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$43.2B
Total Accounts103,000
10Y AUM Change+$42.5B (+5987.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,073
Clients per Employee47:1
10Y Employee Change+1,039 (+3055.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.