Onepoint Bfg Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Parsippany, NJ. Its latest Form ADV filing, dated April 7, 2026, reports $15.1B in regulatory assets under management, 205 employees, 21 offices, and 28,204 accounts.
Assets Under Management
$15.1B
Employees
205
Offices
21 offices
Total Clients
8,647
Primary office
PARSIPPANY, NJ
300 KIMBALL DRIVE, SUITE 310, PARSIPPANY, NJ, United States
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
5,524
2
HNWI
33.9%
2,934
3
Pension Plans
1.9%
167
4
Corporations
0.3%
22
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.1Bas of April 7, 2026
Discretionary95.6%
$14.5B
96% of total RAUM95.6%
Non-discretionary4.4%
$670M
4% of total RAUM4.4%
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.
Latest AUM$15.1B
Total Accounts28,204
10Y AUM Change+$15.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees205
Clients per Employee42:1
10Y Employee Change+197 (+2462.5%)
* 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.