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NewEdge Advisors welcomes $1.4 billion ClearTrust Wealth Advisors
Transactions - JANUARY 30, 2026

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NewEdge Advisors welcomes $1.4 billion ClearTrust Wealth Advisors

by Released

NewEdge Capital Group, has announced that ClearTrust Wealth Advisors has affiliated with NewEdge Advisors, the firm’s growth-oriented registered investment adviser (RIA) supporting entrepreneurial financial advisors nationwide. Based in Franklin, Tenn., ClearTrust Wealth Advisors comes to NewEdge Advisors from Ameriprise Financial, where they managed approximately $1.4 billion in client assets.

The addition of ClearTrust Wealth Advisors further strengthens NewEdge’s footprint in the Nashville area, reflecting the firm’s continued momentum in attracting established advisory teams seeking independence, scale and a partner aligned with their long-term growth objectives.

Led by private wealth advisers and managing partners Matt Robins, Nick Stamatis and Joe Creecy, ClearTrust Wealth Advisors consists of 24 professionals who provide comprehensive financial planning and wealth management services to small-business entrepreneurs, corporate executives and multi-generatio

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