$1.4B ClearTrust Wealth Advisors Joins NewEdge Platform
NewEdge Capital Group announced that ClearTrust Wealth Advisors has affiliated with NewEdge Advisors, adding approximately $1.4 billion in client assets to the platform and marking another sizable transition from a wirehouse channel.
Based in Franklin, Tennessee, ClearTrust Wealth Advisors was previously affiliated with Ameriprise Financial. The firm is led by managing partners and private wealth advisors Matt Robins, Nick Stamatis, and Joe Creecy, and comprises 24 professionals serving small business owners, corporate executives, and multi-generational families through comprehensive financial planning and wealth management.
“Matt, Joe, Nick and the entire ClearTrust team represent exactly the type of advisor-led organization we are proud to support,” said Alex Goss, CEO of NewEdge Advisors. “Their commitment to client service, thoughtful growth and team culture aligns closely with our mission. We look forward to partnering with them as they continue to build their business on their terms.”
Creecy said the move was driven by the firm’s long-term vision. “We chose to affiliate with NewEdge Advisors to gain the flexibility and strategic support needed to advance our long-term vision,” he said.
The ClearTrust addition follows continued momentum for NewEdge. In July 2025, the firm announced the onboarding of Cleartrek Wealth Partners, a Lincoln, Nebraska–based advisory firm that previously managed approximately $650 million in client assets while affiliated with Stifel.
Founded in December 2020 and headquartered in Pittsburgh, Pennsylvania, NewEdge Capital Group reported managing more than $88 billion in client assets as of December 31, 2025.
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