Onepoint Bfg Wealth Partners

RIASEC RegisteredEst. 2022

Total AUM

$15.1B

Discretionary

$14.5B

96% of AUM

Avg account

$536K

Accounts

28,204

Employees

205

Advisory reps

114

Firm details

Headquarters: Parsippany, New Jersey
CRD number: 318366
Registered since: February 14, 2022
Website: www.onepointbfg.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.32%
Individuals12.8%
Pension & Profit Sharing Plans4.24%
Corporations / Businesses0.63%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Onepoint Bfg Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC and first registered in 2022. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory platform includes comprehensive financial planning and portfolio management across individual accounts, pooled vehicles, and institutional/business mandates, along with pension consulting, manager selection, and educational seminars. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Onepoint Bfg Wealth Partners is not focused on ESG investing and reports an industry affiliation with an insurance company. The firm has received external recognition, appearing on Forbes’ Top RIA Firms list in 2024 and on Barron’s Top 100 RIA Firms list in 2025.