Onepoint Bfg Wealth Partners

RIASEC Registered

Total AUM

$15.1B

Discretionary

$14.5B

96% of AUM

Avg account

$536K

Accounts

28,204

Employees

205

Advisory reps

129

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 registered investment adviser organized as an LLC that serves individuals, families and institutional clients. The firm provides comprehensive wealth management and advisory services including financial planning, portfolio management for individuals and pooled vehicles, pension consulting, selection of outside managers, and educational workshops. Compensation arrangements include asset-based fees, hourly charges and fixed fees. The firm is an allocator to third‑party managers and integrates mutual funds and ETFs into its public market strategies while supplementing portfolios with private-market allocations. Onepoint Bfg Wealth Partners was recognized in industry rankings, appearing in Forbes’ Top RIA Firms list in 2024 and in Barron’s Top 100 RIA Firms in 2025.