By Kenneth Corbin
NewEdge Advisors has recruited a large team away from Ameriprise, where the 24-person practice managed $1.4 billion in client assets. The addition of ClearTrust Advisors, based in Franklin, Tenn., strengthens NewEdge's presence in the Nashville market.
ClearTrust is led by Joe Creecy, Matt Robins, and Nick Stamatis, who each have the titles of private wealth advisor and managing partner. The practice offers financial planning and holistic wealth management services for a client base that includes small business entrepreneurs, corporate executives, and multigenerational families. Its team includes 12 advisors and 12 support staffers.
ClearTrust represents "exactly the type of advisor-led organization we are proud to support," says Alex Goss, CEO of NewEdge Advisors. "Their commitment to client service, thoughtful growth, and team culture aligns closely with our mission."
A NewEdge spokeswoman says the firm has notched other recruiting wins this year, but the ClearTrust transition is the first one it has announced widely. "Our pipeline remains strong coming off 2025, our largest recruiting year in our history," she says.
NewEdge Advisors is a division of NewEdge Capital Group, a Pittsburgh-based firm that caters to wealthy clients, including ultrahigh-net-worth families. It was ranked No. 3 on Barron's 2025 list of top RIA firms. NewEdge says it oversaw more than $88 billion in client assets as of Dec. 31.
ClearTrust has a veteran leadership team. Creecy entered the wealth management industry with Ameriprise in 2000. Robins first registered with Ameriprise in 2003, and Stamatis joined the Minneapolis firm in 2005. Registration records indicate the team formally joined NewEdge on Jan. 23.
An Ameriprise spokeswoman didn't immediately respond to a request for comment on the departure.
ClearTrust opted to join NewEdge "to gain the flexibility and strategic support needed to advance our long-term vision," Creecy says. "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."
This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
January 29, 2026 15:07 ET (20:07 GMT)
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