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NEWEDGE ADVISORS
SEC RegisteredA Personalized Approach to Wealth Management
NEW ORLEANS, LAhttps://moranprivatewealth.com504-459-4391
Assets Under Management
$25B+
Employees
1073
Office Locations
201 offices
Total Accounts
103000
About the firm
Moran Private Wealth Group is committed to providing customized, thoughtful, and comprehensive guidance to managing wealth, with a focus on building lasting relationships based on loyalty, trust, honesty, and integrity. The firm takes a hands-on approach to developing strategies that align with clients' goals, offering ongoing support and thoughtful adjustments as life circumstances evolve.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementInvestment StrategiesPortfolio ManagementRisk ManagementRetirement PlanningBusiness PlanningEstate PlanningFinancial Planning
Services
Investments, portfolio management, risk management, retirement planning, business planning, and estate planning, with personalized strategies tailored to individual goals and priorities
Who they serve
Individual clients with financial and wealth management needs, including business owners and those planning for retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 35,697 | $11.3B |
| High Net Worth Individuals | 13,112 | $28.4B |
| Charitable Organizations | 259 | $322M |
| State/Municipal Entities | 166 | — |
122 total clients reported on Form ADV.
Leadership
Neil Dickman Turner
CHIEF EXECUTIVE OFFICER
Jeffrey Stone Cutler
CHIEF EXPERIENCE OFFICER
Llc New Edge Capital Group
DIRECT OWNER/PARENT
L.p. Newedge Wealth Holdings
SHAREHOLDER
L.p. Edgeco Guarantor
SHAREHOLDER
Lp Edgeco Holdings
SHAREHOLDER
L.p. Edgeco Investor Holding
SHAREHOLDER
L.p. Parthenon Investors V
SHAREHOLDER
Llc Edgeco Wealth Management Gp
GP
Llc Edgeco Wealth Management Gp
GP
Llc Pcp Aggregator Gp
GP
Kyle Peter Smith
VICE PRESIDENT
Joseph Franklin Banco
CHIEF FINANCIAL OFFICER AND TREASURER
Erin Paige Sarver-Corbett
VICE PRESIDENT, MANAGING DIRECTOR - OPERATIONS
William Carl Brand
CHIEF COMPLIANCE OFFICER
Alexander Thomas Goss
CHIEF EXECUTIVE OFFICER
Stephen Anthony Pirigyi
PRESIDENT
Office locations
201 offices in 39 states
LA
NEW ORLEANSHQ
WA
BELLEVUE
AR
LITTLE ROCK
LA
LAKE CHARLES
AZ
SCOTTSDALE
CA
SUNNYVALE
LA
LAFAYETTE
CA
WESTLAKE VILLAGE
FL
BOCA RATON
LA
MENDEVILLE
SD
ABERDEEN
NC
CONOVER
NJ
FLEMINGTON
MA
BOSTON
PA
MCMURRAY
GA
VALDOSTA
ME
GREENVILLE
FL
JACKSONVILLE
ND
BISMARCK
GA
PEACHTREE CORNERS
FL
FORT LAUDERDALE
NC
SOUTHERN PINES
TX
PLANO
NJ
RAMSEY
TX
DALLAS
OK
NORMAN
MN
BLOOMINGTON
OH
COLUMBUS
LA
NEW ORLEANS
ND
EDGELEY
WY
MANDERSON
FL
TEQUESTA
NJ
HOLMDEL
CA
BAKERSFIELD
NH
EXETER
LA
CUT OFF
MI
NORTHVILLE
TX
BEAUMONT
IL
HOMER GLEN
SD
PIERRE
OH
MAUMEE
MI
TROY
OH
NORTH CANTON
KS
SALINA
KS
MANHATTAN
LA
METAIRIE
MA
NEWTON
MA
BURLINGTON
CT
STAMFORD
IL
ROSELLE
CA
LAGUNA NIGUEL
AR
LITTLE ROCK
PA
NEW CASTLE
ND
JAMESTOWN
CA
LOS ANGELES
MN
ST. PAUL
ND
BISMARK
CA
SEAL BEACH
MA
ARLINGTON
CT
WEST HARTFORD
TX
BEE CAVE
OH
INDEPENDENCE
OH
CENTERVILLE
LA
HOUMA
LA
NEW ORLEANS
MI
NOVI
FL
DAYTONA BEACH
SC
GREENVILLE
LA
LAKE CHARLES
KS
JUNCTION CITY
PA
FREEPORT
CO
FRANKTOWN
ND
OAKES
MI
STEVENSVILLE
ND
VALLEY CITY
UT
FARMINGTON
CA
SAN DIEGO
OH
ROCKY RIVER
GA
NEWNAN
TN
MEMPHIS
GA
VLADOSTA
LA
SHREVEPORT
MS
GULFPORT
GA
MARRIETTA
OK
TULSA
WI
HUDSON
FL
SARASOTA
LA
NEW ORLEANS
WI
ASHLAND
SC
JOHNS ISLAND
CA
IRVINE
CT
NEW HAVEN
CA
GOLD RIVER
LA
LAFAYETTE
GA
ATLANTA
ND
LAMOURE
MI
NORTHVILLE
NY
NEW YORK
TX
DALLAS
PA
PITTSBURGH
LA
NEW IBERIA
GA
ST. SIMONS ISLAND
SC
GREENVILLE
ND
FARGO
MN
ORONO
CO
LITTLETON
MA
NORFOLK
CA
LOS ALAMITOS
SC
SPARTANBURG
PA
NEWBURG
FL
KEYWEST
MI
GRAND RAPIDS
CT
MANCHESTER
LA
BATON ROUGE
MA
NEWBURYPORT
IL
ARLINGTON HEIGHTS
AL
MADISON
PA
PITTSBURGH
LA
COVINGTON
TX
FRISCO
MO
ST. LOUIS
ND
BOTTINEAU
MN
CHASKA
LA
PORT ALLEN
LA
SHREVEPORT
CT
MERIDEN
NJ
MONTVALE
CA
BAKERSFIELD
FL
JACKSONVILLE
FL
LAKEWOOD RANCH
OH
CANTON
ND
FARGO
ND
BISMARCK
MT
BAKER
OH
MORLAND HILLS
GA
ALPHARETTA
VA
STAUNTON
OH
GAHANNA
NC
HIGH POINT
LA
BATON ROUGE
MI
TROY
PA
NEWBURG
CT
MILLDALE
DC
WASHINGTON
FL
DELRAY BEACH
PA
SARVER
CT
NORTH HAVEN
LA
BATON ROUGE
NY
FREDONIA
MA
CONCORD
GA
ST. SIMONS ISLAND
FL
AVENTURA
GA
BRUNSWICK
FL
PALM BEACH GARDENS
FL
PALMETTO BAY
PA
PITTSBURGH
CO
LAFAYETTE
OH
YOUNGSTOWN
ND
BOWMAN
LA
DESTREHAN
GA
DECATUR
MD
COLUMBIA
PA
HARRISBURG
FL
JACKSONVILLE
NH
PORTSMOUTH
WI
PARK FALLS
OH
TROY
PA
SELLERSVILLE
CA
FOLSOM
NC
CHARLOTTE
LA
SHREVEPORT
CA
PASADENA
CT
MADISON
MN
WOODBURY
LA
MONROE
CA
BEVERLY HILLS
PA
WEXFORD
KS
OVERLAND PARK
FL
TAMPA
TX
KATY
LA
HAMMOND
GA
ATLANTA
CA
NOVATO
CA
ONTARIO
PA
MCMURRAY
DE
GREENVILLE
PA
PITTSBURGH
IL
NORTHFIELD
FL
JUPITER
PA
IRWIN
PA
LITITZ
PA
CANONBURG
MN
EXCELSIOR
TX
DALLAS
VA
NOKESVILLE
OH
BEACHWOOD
OH
WESTLAKE
NM
ALBUQUERQUE
PA
CANONBURG
OH
DOVER
PA
ERIE
Advisors at this firm
Showing 100 of 599
Rami Abdelhadi
Investment Adviser Representative
Zhyar Rahman Abdul
Investment Adviser Representative
Riley Thomas Adams
Investment Adviser Representative
Garrett Andrew Ahrens
Investment Adviser Representative
Nicole Michelle Albrecht
Investment Adviser Representative
Eric Albert Aldinger
Investment Adviser Representative
James Joseph Aldo
Investment Adviser Representative
James Walter Allen
Investment Adviser Representative
Paul Christian Allen
Investment Adviser Representative
Matthew James Anderson
Investment Adviser Representative
Elias Brian Andresen
Investment Adviser Representative
Eric Brian Andresen
Investment Adviser Representative
Evan Andresen
Investment Adviser Representative
Tyler Christian Attales
Investment Adviser Representative
Quinton Joseph Autin
Investment Adviser Representative
Sandra Denise Baker
Investment Adviser Representative
Joshua Keith Barnett
Investment Adviser Representative
Mark Hartnett Basola
Investment Adviser Representative
Christopher Lee Baugh
Investment Adviser Representative
Timothy Nolan Bearden
Investment Adviser Representative
Dee D Becquet
Investment Adviser Representative
Marissa Mary Berg
Investment Adviser Representative
Jason Leonard Bertsch
Investment Adviser Representative
Kenneth Doyle Blanton
Investment Adviser Representative
Bradley Jay J Blum
Investment Adviser Representative
James Richard Bodensteiner
Investment Adviser Representative
Darin J Bohl
Investment Adviser Representative
Perry Dean Bohl
Investment Adviser Representative
Amanda Marie Bolinger
Investment Adviser Representative
Ty Bongiovanni
Investment Adviser Representative
Justin Charles Bradford
Investment Adviser Representative
William Carl Brand
Investment Adviser Representative
David Brasfield
Investment Adviser Representative
James Patrick Braun
Investment Adviser Representative
Parker Robert Brey
Investment Adviser Representative
Gregory David Bright
Investment Adviser Representative
Eric J Brisebois
Investment Adviser Representative
Matthew Crisman Brown
Investment Adviser Representative
Peter Frederick Butler
Investment Adviser Representative
Adam Joseph Baczkiewicz
Investment Adviser Representative
Bonnie Kay Bailey
Investment Adviser Representative
Colleen Janell Baker
Investment Adviser Representative
Anthony Thomas Bartolomeo
Investment Adviser Representative
Thomas Bartolomeo Jr
Investment Adviser Representative
Anthony Lawrence Baruffi
Investment Adviser Representative
Michael H Bass
Investment Adviser Representative
Heather Lynn Beckwith
Investment Adviser Representative
William Malcolm Beeler
Investment Adviser Representative
Cody Bennett
Investment Adviser Representative
Jeffery Stuart Berenson
Investment Adviser Representative
Stephen Matthew Berenson
Investment Adviser Representative
Mitchell J Bergen
Investment Adviser Representative
Alec John Bethurum
Investment Adviser Representative
Rajnish Bhuyan
Investment Adviser Representative
Joel Austin Bickmore
Investment Adviser Representative
Thomas Joseph Birch
Investment Adviser Representative
Bryan Hutchings Bishop
Investment Adviser Representative
Amanda Kate Blackwell
Investment Adviser Representative
Robert Blenkle
Investment Adviser Representative
Steven Farley Bliss
Investment Adviser Representative
Amanda Kim Blocksom
Investment Adviser Representative
Erin Danielle Bluske
Investment Adviser Representative
Collin Matthew Bode
Investment Adviser Representative
Brady Bohl
Investment Adviser Representative
Alfred Bonardi
Investment Adviser Representative
Andrea Michelle Bongiovanni
Investment Adviser Representative
Mariza Bonilla
Investment Adviser Representative
Adam Christian Bonner
Investment Adviser Representative
Jim Harrison Bootsma
Investment Adviser Representative
Kenneth Christian Brace
Investment Adviser Representative
Jeff Peter Branson
Investment Adviser Representative
Aaron Michael Breasseale
Investment Adviser Representative
Enrico Alfio Brex
Investment Adviser Representative
Alain Brito
Investment Adviser Representative
Andrew Lauren Britt
Investment Adviser Representative
Robert K Britton
Investment Adviser Representative
Cody Orville Brooks
Investment Adviser Representative
Robert Jason Brous
Investment Adviser Representative
Carter Brower
Investment Adviser Representative
Jerry Scott Brown
Investment Adviser Representative
Patrick Bruski
Investment Adviser Representative
Rebecca A Bryan
Investment Adviser Representative
Thomas Connor Buchanan
Investment Adviser Representative
Stuart Justin Burke
Investment Adviser Representative
Garrett Scott Burns
Investment Adviser Representative
Andrew Buscetto
Investment Adviser Representative
Casey L Butts Sr.
Investment Adviser Representative
Kyatt Byrd
Investment Adviser Representative
Mero Joseph Capo III
Investment Adviser Representative
Jason Richard Carter
Investment Adviser Representative
Colin Sean Casey
Investment Adviser Representative
Roland Markel Castle
Investment Adviser Representative
Brandon Keith Chandler
Investment Adviser Representative
Kevin H Christopher Esq
Investment Adviser Representative
John Franklin Clardy III
Investment Adviser Representative
Bradford Cecil Clinard
Investment Adviser Representative
Ronald Scott Clinard
Investment Adviser Representative
Brian John Clouse
Investment Adviser Representative
Scott Benjamin Cohen
Investment Adviser Representative
Jennifer Ellery Colby
Investment Adviser Representative
Regulatory & compliance
CRD number
#171351
SEC Number
801-79876
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
moranprivatewealth.comPhone
504-459-4391Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWEDGE ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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