NewEdge Capital Group announced ClearTrust Wealth Advisors has affiliated with NewEdge Advisors, bringing a 24-person team and approximately $1.4 billion in client assets to the firm’s growth-oriented registered investment advisor platform. ClearTrust is based in Franklin, Tennessee, and joins from Ameriprise Financial, where the team managed the assets prior to the move.
NewEdge said the addition expands and further strengthens its footprint in the Nashville area, as established advisory teams continue to seek independence, scale, and operating partners that support long-term growth goals. ClearTrust is led by Private Wealth Advisors and Managing Partners Matt Robins, Nick Stamatis, and Joe Creecy, and serves clients, including small business entrepreneurs, corporate executives, and multi-generational families, with comprehensive financial planning and wealth management services.
NewEdge positioned the affiliation as aligned with its advisor-first model, which it says combines institutional-grade resources with entrepreneurial flexibility. In describing its broader platform, NewEdge said it was founded in December 2020 and now supports both NewEdge Advisors and NewEdge Wealth. The firm also said it services more than $88 billion in client assets as of December 31, 2025 and cited rankings of No. 3 on Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs.
KEY QUOTES
“Matt, Joe, Nick and the entire ClearTrust team represent exactly the type of advisor-led organization we are proud to support. 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.”
Alex Goss, CEO, NewEdge Advisors
“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.”
Joe Creecy, Private Wealth Advisor and Managing Partner, ClearTrust Wealth Advisors
