NewEdge Recruits $1.4 Billion ClearTrust

Former Ameriprise Team Of 24 Is Based In Nashville Area

Published on Jan. 30, 2026

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NewEdge Advisors has added Franklin, Tennessee-based ClearTrust Wealth Advisors to its platform. The 24-member team, previously affiliated with Ameriprise Financial, manages $1.4 billion in client assets and is led by Managing Partners Matt Robins, Nick Stamatis and Joe Creecy.

Why it matters

This acquisition represents NewEdge's continued growth strategy of recruiting established advisor teams to expand its platform and client base. ClearTrust's focus on serving small business entrepreneurs, corporate executives and multi-generational families aligns with NewEdge's mission.

The details

ClearTrust Wealth Advisors was founded in 2009 and provides wealth management services. The team joined NewEdge Advisors to 'gain the flexibility and strategic support needed to advance our long-term vision' while 'enhancing the client experience without compromising the values and relationships at the core of our practice'.

  • NewEdge Advisors added ClearTrust Wealth Advisors to its platform in January 2026.

The players

NewEdge Advisors

A financial advisory firm that provides support and resources to advisor-led organizations.

ClearTrust Wealth Advisors

A wealth management firm founded in 2009 that serves small business entrepreneurs, corporate executives and multi-generational families.

Matt Robins

Managing Partner at ClearTrust Wealth Advisors.

Nick Stamatis

Managing Partner at ClearTrust Wealth Advisors.

Joe Creecy

Managing Partner at ClearTrust Wealth Advisors.

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What they’re saying

“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.”

— Alex Goss, CEO of NewEdge Advisors (wealthsolutionsreport.com)

“We joined 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, Managing Partner at ClearTrust Wealth Advisors (wealthsolutionsreport.com)

The takeaway

This acquisition demonstrates NewEdge Advisors' strategy of partnering with established advisor-led organizations that share its mission of providing high-quality wealth management services and enhancing the client experience.