Oneseven is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated April 22, 2026, reports $7.7B in regulatory assets under management, 264 employees, 47 offices, and 26,700 accounts.
Assets Under Management
$7.7B
Employees
264
Offices
47 offices
Total Clients
16,335
Primary office
BEACHWOOD, OH
24400 CHAGRIN BLVD., SUITE 310, BEACHWOOD, OH, United States
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
13,879
2
HNWI
11.7%
1,908
3
Pension Plans
1.8%
301
4
Corporations
1.2%
192
5
Charitable
0.3%
47
Additional categories (<0.1%)
Irrevocable Trusts/Estates8 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.7Bas of April 22, 2026
Discretionary99.5%
$7.7B
99% of total RAUM99.5%
Non-discretionary0.5%
$41M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$7.7B
Total Accounts26,700
10Y AUM Change+$7.3B (+1687.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees264
Clients per Employee62:1
10Y Employee Change+256 (+3200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.