Data / Investment advisers / Louisiana / Newedge Advisors
Newedge Advisors, New Orleans, LA: $43.2 billion AUM, SEC registered investment adviser
Newedge Advisors is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $43.2 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 171351
- SEC file number
- 801-79876
- SEC status
- Approved, effective June 20, 2014
- Legal name
- Newedge Advisors, LLC
- Main office
- 858 Camp Street, New Orleans, LA 70130
- Phone
- (504) 459-4391
- Website
- forefrontwealthplanning.com
- Regulatory AUM
- $43,214,714,138 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $41,825,259,289
- Non discretionary AUM
- $1,389,454,849
- Accounts
- 103,000
- Employees
- 1,073, of which 515 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 99
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 13,112 | $28.42 billion |
| Individuals (other than high net worth individuals) | 35,697 | $11.28 billion |
| Corporations or other businesses | 663 | $2.98 billion |
| Pension and profit sharing plans | 259 | $322.1 million |
| Charitable organizations | 166 | $200.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $43.21 billion | March 31, 2026 |
| December 1, 2025 | $27.38 billion | November 21, 2025 |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stokes Family Office LLC | New Orleans | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | $2.86 billion | Not listed | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Advantage Capital | New Orleans | $1.29 billion | 16 | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | $876.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Newedge Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.