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NewEdge Wealth

STAMFORD, CT

CRD: 307771

In PWD coverage since September 17, 2026 · 16+ stories

$19.9BRegulatory AUMSEC Form ADV · Sep 26

211EmployeesForm ADV

+6Talent net · 12 months6 in · 0 out

Regulatory AUM · Aug 22 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Net +6 · 6 incoming events · 0 outgoing events

Arrivals

Jeffrey Thompson

Aug 21 · from AllianceBernstein's Bernstein Private Wealth Management

Sep 2

Sep 2 · from NEW EDGE WEALTH

Michael Wohlgemuth

Sep 2

Alexandra Escobedo

Sep 2

Shafer Block Wealth Management

Sep 15 · from UBS

Departures

None tracked.

PWD coverage

Data

OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

The corporate advisory firm was named in 109 events; UBS logged 105 and RFG Advisory 95, while the industry recorded 2,308 advisor moves and 757 deal announcements.

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

Data · Sep 292,543 advisor moves in 30 days outpace the 771 announced deals

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix

Data · Sep 26The recruiting war isn't being fought over custody

Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

Data · Sep 23The breakaway is dying; the team liftout is the deal

Data · Sep 22Recruiting outran breakaways 109 to one last month

Data · Sep 19Wealth's talent war is a block trade

Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

Data · Sep 17Consolidation is clearing one advisor book at a time