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

115

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 RIA formed as a limited liability company and registered in 2022. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining financial planning with discretionary portfolio management across individuals, pooled vehicles and institutions. Service offerings include selection of third‑party managers, pension consulting, and educational workshops. Fee arrangements are mixed—percentage of AUM, hourly, and fixed fees are all used. Onepoint Bfg is not an active ESG investor and lists an insurance company affiliation. The firm has been recognized in industry lists, including a Forbes mention in 2024 and placement on Barron’s Top 100 RIA Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities28%
Cash & Cash Equivalents5%
State & Local Bonds3%
US Government Bonds2%

Owners & executives

3 of 9

Craig Weiss
Chief Compliance OfficerCRD 2354195
Samuel Cari
Chief Legal Officer & PartnerCRD 5175064
Patrick Hayes
Chief Compliance OfficerCRD 6571587

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Contacts

3 of 106

Jason Klinedinst
Financial AdvisorCRD 4899724
David Johnston
Managing Partner, Financial AdvisorCRD 2827475
Collin Brown
Investment AnalystCRD 7056987

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 326

Active vs passive

$4.7B in ETFs

Passive

84%

$4B

Active

13%

$783M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$422M	563,885	8.90%

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Primary office

Parsippany, NJ

Morris

Location

Parsippany, NJ

Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Morris
Address: 300 Kimball Dr
Time zone: ET (UTC-5)
Office locations

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