NewEdge Advisors Adds $1.4 Billion-Asset Team From Nashville Area
ClearTrust Wealth Advisors, a team from Franklin, Tenn., has affiliated with NewEdge Advisors, a New Orleans-based registered investment adviser supporting entrepreneurial financial advisers nationwide. ClearTrust Wealth Advisors comes to NewEdge from Ameriprise Financial, where it managed approximately $1.4 billion in client assets.
The addition of ClearTrust Wealth Advisors further strengthens NewEdge’s footprint in the Nashville area, according to the company, and reflects its progress in attracting established advisory teams seeking independence, scale, and a partner aligned with long-term growth objectives.
Led by Matt Robins, Nick Stamatis and Joe Creecy, each private wealth advisers and managing partners, ClearTrust Wealth Advisors comprises 24 professionals providing financial planning and wealth management services to small business entrepreneurs, corporate executives, and multi-generational families.
“Matt, Joe, Nick and the entire ClearTrust team represent exactly the type of adviser-led organization we are proud to support,” said Alex Goss, chief executive officer 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 added: “We chose to affiliate with NewEdge Advisors to gain the flexibility and strategic support needed to advance our long-term vision. The partnership allows us to enhance the client experience without compromising the values and relationships at the core of our practice, while positioning the firm for continued growth.”
In April 2025, NewEdge Advisors LLC announced that a team based in Destin, Fla., joined it from Merrill Lynch, where it managed $1.4 billion in client assets. At NewEdge, the team is known as Krueger, Fosdyck, Brown, McCall & Associates.
New Orleans-based NewEdge Advisors is an RIA founded by Alex Goss, Jerry Goss, and Neil Turner. 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, which also consists of NewEdge Wealth LLC, an ultra-high net worth-oriented RIA focused on institutional and family office clients. NewEdge Capital Group services over $88 billion in client assets as of Dec. 31, 2025.
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