Joe Piazza, chairman and chief executive of Robertson Stephens, is also joining Edge's advisory board, the firm announced. Piazza was responsible for growing the original Robertson Stephens wealth management arm to $40 billion in assets, it said.

The news comes after Robertson Stephens Advisors, a subsidiary, opened an office in Boston, MA, last week. The firm also has an office in San Francisco, CA, and New York.

For Robertson Stephens, Edge has focused on sourcing top-producing individuals and teams. For others, it has helped them source, analyze and complete M&A transactions; develop and execute channel strategies; create long-term business continuity and succession plans; and expand into new markets.

Led by CEO Jonathan Manela, Edge Strategy Group is headquartered in New York City.