NewEdge Capital Group Climbs to No. 2 on Barron’s 2026 Top 100 RIA Firms List

Firm posts its highest-ever ranking, backed by a 20% increase in client assets in a single quarter

NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC, a leading and growing wealth management firm supporting successful financial advisors nationwide, announced today that it rose to No. 2 on Barron’s 2026 Top 100 RIA Firms list, its highest ranking since debuting at No. 29 in 2022. The firm has climbed every year since, moving from No. 13 in 2023 to No. 5 in 2024 to No. 3 in 2025.

NewEdge brings together elite wealth advisors through two distinct RIAs: NewEdge Wealth, which serves ultra high net worth clients under a single brand, and NewEdge Advisors, which offers multiple affiliation models to financial advisors. The firm also consists of its broker-dealer, NewEdge Securities. The move to No. 2 comes alongside a 20% increase in client assets in a single quarter, from Q1 to Q2 2026. This growth was supported by an increase of over 20 advisors during the quarter, along with continued investment in the firm's technology platform and AI-driven advisor tools.

"This recognition belongs to our advisors and the immense trust they've earned from the clients they serve," said James Jesse, Chief Executive Officer of NewEdge Capital Group. "We built NewEdge to be the kind of firm great advisors want to be part of, one that gives them the freedom to lead and the resources to do their best work. That's why they join us, and it’s why they stay."

Barron's compiles the Top 100 RIA Firms list based on assets managed, growth, technology spending, succession planning and other metrics. For a full description of Barron's methodology, click here.

About NewEdge Capital Group

NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it's designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top-performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients.

NewEdge Capital Group services multiple business lines and supports over 550 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, is ranked #2 on Barron’s Top 100 RIA Firm list and is a CNBC Elite Advisor.*

Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. For more information, visit www.newedgecapitalgroup.com.

*Barron’s rankings awarded in September 2026 based on prior 12-month data. The CNBC Elite Advisors award was issued by CNBC on June 22, 2026. Award criteria and methodology are determined solely by CNBC in partnership with AccuPoint Solutions and Cerulli Associates. This recognition is not indicative of future performance and should not be construed as an endorsement of NewEdge Wealth or NewEdge Capital Group by CNBC or any affiliated entity. Neither NewEdge Capital Group nor its employees pay a fee in exchange for these rankings.