NewEdge Advisors Welcomes $1.4 Billion Tennessee Team

ClearTrust Wealth Advisors Moves 24-person Team to NewEdge Platform

NEW ORLEANS--(BUSINESS WIRE)--NewEdge Capital Group, LLC, announced today that ClearTrust Wealth Advisors has affiliated with NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisors nationwide. Based in Franklin, Tennessee, ClearTrust Wealth Advisors comes to NewEdge Advisors from Ameriprise Financial, where they managed approximately $1.4 billion in client assets.

The addition of ClearTrust Wealth Advisors further strengthens NewEdge’s footprint in the Nashville area, reflecting the firm’s continued momentum in attracting established advisory teams seeking independence, scale and a partner aligned with their long-term growth objectives.

Led by Private Wealth Advisors and Managing Partners Matt Robins, Nick Stamatis and Joe Creecy, ClearTrust Wealth Advisors consists of 24 professionals who provide comprehensive financial planning and wealth management services to small business entrepreneurs, corporate executives and multi-generational families.

“Matt, Joe, Nick and the entire ClearTrust team represent exactly the type of advisor-led organization we are proud to support,” said Alex Goss, CEO of NewEdge Advisors. “Their commitment to client service, thoughtful growth and team culture aligns closely with our mission. We look forward to partnering with them as they continue to build their business on their terms.”

Creecy added, “We chose to affiliate with NewEdge Advisors to gain the flexibility and strategic support needed to advance our long-term vision. The partnership allows us to enhance the client experience without compromising the values and relationships at the core of our practice, while positioning the firm for continued growth.”

About NewEdge Capital Group

NewEdge Advisors is a division of NewEdge Capital Group, LLC. As an advisor-first, technology-enabled firm, NewEdge is focused on providing elite advisors and their clients with institutional resources with entrepreneurial flexibility. Founded in December 2020 with the launch of NewEdge Wealth, NewEdge has evolved to support both NewEdge Advisors and NewEdge Wealth, serving elite advisors and their clients. Today, NewEdge is ranked No. 3 on the Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs and services over $88 billion in client assets as of December 31, 2025*, delivering exceptional outcomes for advisors and the families they serve.

*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. Neither NewEdge Advisors nor its employees pay a fee in exchange for these rankings. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated or unaffiliated broker-dealers for which we provide supervisory oversight, support services and/or wealth strategy services.