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INDIVIDUAL RIA FIRM LEADERS Innovator of the Year
NEWEDGE ADVISORS
Alex Goss, Co-Founder and Co-CEO
Alex is the Co-Founder, Co-CEO, Managing Partner of NewEdge Advisors. Prior to serving as CEO of NewEdge Advisors, Alex built he and his father’s personal advisory practice into the $8 billion RIA, Goss Advisors. Goss Advisors was subsequently acquired by NewEdge Capital Group and rebranded as NewEdge Advisors. In his
role, Alex is fully dedicated to understanding what successful advisors need. His mission is to provide advisors with the tools and flexibility they require to better serve their clients without the limitations wirehouses and big banks force on advisors. Alex and his team have helped hundreds of financial advisors become local business owners, who—individually and collectively—are making a direct impact on the communities in which they work and live.
New Orleans-based NewEdge Advisors is a leading RIA founded by Alex Goss and Neil Turner. The firm, built by advisors for advisors, embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country. The firm serves advisors in 32 states from coast to coast. Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group.
www.newedgeadvisors.com
125 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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