Seven Bridges Wealth Advisors Enhances New York Presence

NewEdge Capital Group, LLC, announced today that Seven Bridges Wealth Advisors of White Plains, New York, has affiliated with NewEdge Advisors, the firm’s growth-oriented RIA supporting entrepreneurial financial advisors nationwide. The 14-member team joins from Ameriprise Financial, where they managed approximately $1 billion in client assets.

The affiliation reflects NewEdge’s continued expansion and its ability to attract scaled, high-performing advisory teams seeking long-term alignment, flexibility and enhanced resources to support their clients and growth objectives.

“The Seven Bridges team brings significant experience, depth and a strong client-first philosophy to our platform,” said Alex Goss, CEO of NewEdge Advisors. “Their decision to partner with us underscores the value of our advisor-centric model and our commitment to providing the infrastructure and strategic support teams need to grow without sacrificing independence.”

Led by Managing Partners Max DiSesa, Andrew Buscetto, David Mazzetti and Joseph Femia, Seven Bridges Wealth Advisors has 14 professionals serving entrepreneurs and senior executives with complex planning needs. The team offers integrated, family office–style services and close coordination with clients’ professional advisors.

Buscetto of Seven Bridges Wealth Advisors said, “NewEdge Advisors provides the infrastructure and strategic alignment that enables us to deliver a more personalized, high-touch experience while continuing to build a firm designed to serve clients for generations.”

About NewEdge Capital Group

NewEdge Advisors is a division of NewEdge Capital Group, LLC. As an advisor-first, technology-enabled firm, NewEdge is focused on providing elite advisors and their clients with institutional resources with entrepreneurial flexibility. Founded in December 2020 with the launch of NewEdge Wealth, NewEdge has evolved to support both NewEdge Advisors and NewEdge Wealth, serving elite advisors and their clients. Today, NewEdge is ranked No. 3 on the Barron’s 2025 Top 100 RIAs list and No. 8 on Forbes’ 2025 Top RIAs and services over $88 billion in client assets as of Dec. 31, 2025*, delivering exceptional outcomes for advisors and the families they serve.

*Barron’s rankings awarded in September 2025 based on prior 12-month data. Forbes/Shook rankings awarded in October 2025 based on data from 3/31/24-3/31/25. Neither NewEdge Advisors nor its employees pay a fee in exchange for these rankings. Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated or unaffiliated broker-dealers for which we provide supervisory oversight, support services and/or wealth strategy services.

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