NewEdge Capital Group supports financial advisors through a platform designed to help them build and operate independent practices. Its NewEdge Advisors business is built by advisors for advisors, partnering with established professionals rather than teaching them how to succeed. The firm offers resources intended to help advisors serve clients, manage their practices efficiently, and pursue growth while retaining independence.

NewEdge Advisors brings together more than 285 independent advisors nationwide. Its platform promotes peer collaboration and sharing of ideas and best practices, alongside advisor-focused technology designed to support practice operations and client relationships. Services also include transition support for advisors moving to independence, a flexible, low-cost customizable unified managed account investment program, and an Advisor Succession Program. The succession program can help advisors monetize part of their revenue, acquire other advisory practices, or transition a practice to another advisor when they are ready to retire, while allowing for autonomy and control.