Skip to content
The DI Wire
Click Here to Subscribe to Our Free Daily News Updates

NewEdge Advisors Recruits $540 Million Wealth Management Firm

NewEdge Advisors LLC, a New Orleans-based registered investment adviser, announced that Michigan-based Stonebridge Financial Partners has joined the firm from Carson Wealth where the firm was overseeing approximately $540 million in client assets.

Several members of Stonebridge Financial Partners will be joining NewEdge Advisors including founder and wealth adviser Tim Bearden, CFP, ChFC; partners and wealth advisers Tyler Silverthorn, CFP, AIF; Evan Topor; and Taylor Maks, CFP, CIMA, along with three additional wealth advisers and 11 firm and client support staff.

“Our company is built to support advisers who prioritize the client experience, and Tim and the Stonebridge team are a prime example,” said Neil Turner, co-chief executive officer and co-founder of NewEdge Advisors. “We look forward to providing the culture, tools, and support needed for Stonebridge to thrive and continue to deliver unparalleled service to their clients.”

With offices in Troy and Grand Rapids, Mich., Stonebridge Financial Partners has provided comprehensive wealth planning services to individuals, families, and business owners since 2004.

“At Stonebridge Financial Partners, we’ve built a team of professionals who share a passion for helping others. As we continue to grow, preserving the same high level of client service is our top priority, and NewEdge Advisors provides us the flexibility to curate the best experience for our clients,” said Bearden. “This flexibility, coupled with NewEdge’s culture, made joining this team the right choice for our firm.”

Stonebridge Financial Partners is just the latest firm to join NewEdge. As previously reported by The DI Wire, Bill Laird and Riverside Wealth Partners recently joined NewEdge as well, bringing with them $500 million in assets under management. Additionally, NewEdge Capital Group – which includes NewEdge Advisors and NewEdge Wealth – set a record for its own growth in client assets, recruiting $9.6 billion in 2023.

New Orleans-based NewEdge Advisors is a registered investment adviser founded by Alex Goss and Turner. The firm says it focuses on “educating advisers on the independent opportunities that currently exist in the industry landscape.” It serves advisers in 32 states.

Click here to visit The DI Wire directory page.