Fee-OnlyFinder

Newedge Advisors

Financial planning in New Orleans, LA

SEC registeredNo commissions reported

Call (504) 459-4391Send a messageMap ↗

Public-record details

Address
858 Camp Street, New Orleans, LA 70130
Phone
(504) 459-4391
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Newedge Advisors, LLC
CRD number
171351
Registration
SEC registered since 2014-06-20
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$43.2 billion
Accounts managed
103,000
Clients reported (Form ADV 5.D)
49,898
Individual / high-net-worth clients
35,697 / 13,112
Employees
1073
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-09-14

SEC registered investment adviser, CRD 171351, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in New Orleans

Bavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reportedBellingrath Wealth Management, L.L.C.6065 Magazine Street · New Orleans, LA 70118 · (646) 395-3900 · % of assets managedCRD 336024 · % of assets · $196.1 million AUMSEC registeredNo commissions reportedBienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reportedCds James Investments, LLC318 Harrison Ave · New Orleans, LA 70124 · (337) 221-0991 · % of assets managedCRD 299741 · % of assets · $48.6 million AUMState registeredNo commissions reportedDeane Retirement Strategies, INC.2065 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 582-2345 · Financial planningCRD 127096 · % of assets · $250.7 million AUMSEC registeredNo commissions reportedDemauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reportedDoucet Asset Management, LLC601 Poydras Street, Suite 2655 · New Orleans, LA 70130 · (205) 414-9788 · % of assets managedCRD 141546 · % of assets · $120.8 million AUMSEC registeredNo commissions reportedDumaine Investments LLC650 Poydras Street, Suite 1010 · New Orleans, LA 70130 · (504) 521-7350 · Financial planningCRD 306481 · % of assets, Fixed fees · $227.0 million AUMSEC registeredNo commissions reported

All 25 in New Orleans →