*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NewEdge is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology directly below). Unless expressly indicated to the contrary, NewEdge did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of NewEdge by any of its clients.

Barron’s Top 100 RIA Firms

Barron’s Top 100 RIA Firms is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Advisors or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co. 2024 ranking awarded in September 2024 based on prior 12-month data.

Barron’s ninth annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Review the full methodology here.

NewEdge Capital Group is the award recipient. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC.

Forbes America’s Top RIA Firms

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither NewEdge Advisors or its employees pay a fee in exchange for these rankings. 2024 ranking awarded in October 2024 based on data from 3/31/23-3/31/24.

Data provided by SHOOK®Research, LLC. Data as of 3/31/24 Source: Forbes.com (October, 2024). Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. Review the full methodology here.

NewEdge Capital Group is the award recipient. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC.