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NEWEDGE ADVISORS

NEW ORLEANS, LA · CRD 171351 · IAPD ↗ · cantrillfinancialgroup.com · 504-459-4391

$43.21BRegulatory AUM
515Advisory reps
1073Employees
122Clients
More than 500Planning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
September 2026 — NEWEDGE ADVISORS now reports custody of client assets ($14.80B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2026 — NEWEDGE ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2026 — NEWEDGE ADVISORS reported RAUM up 58% ($27.38B -> $43.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — NEWEDGE ADVISORS grew from 465 to 515 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2025 — NEWEDGE ADVISORS reported RAUM up 49% ($18.43B -> $27.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — NEWEDGE ADVISORS grew from 396 to 465 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — NEWEDGE ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2024 — NEWEDGE ADVISORS reported RAUM up 45% ($12.68B -> $18.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.