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

113

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 and registered with the SEC in 2022. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that uses a mix of percentage-of-AUM, hourly, and fixed-fee billing. Its advisory capabilities include financial planning, portfolio management for individuals, businesses and pooled vehicles, pension consulting support, selection of other advisers, and client education through seminars and workshops. The firm does not position itself as an active ESG investor and maintains an affiliation with an insurance company. Onepoint Bfg Wealth Partners has been recognized on industry lists, appearing in Forbes’ Top RIA Firms (2024) and Barron’s Top 100 RIA Firms (2025).