Wealth Manager
    SEC Registered
    Manages Private Funds

    Onepoint Bfg Wealth Partners

    Registered investment advisor · Parsippany, New Jersey · CRD #318366

    Assets Under Management
    $15.1B
    Client Accounts
    28,204
    Employees
    205
    CRD Number
    318366
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Lpl Financial Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Onepoint Bfg Wealth Partners

    OnePoint BFG Wealth Partners is a registered investment advisor based in Parsippany, New Jersey, managing over $12 billion in assets as of June 30, 2025. Founded in 1985 by Gary Bleakley, the firm has a strong legacy and employs more than 100 investment professionals. They focus on building personalized, lifelong partnerships with clients through a relationship-first approach. The firm offers customized financial planning and fiduciary wealth management services. Their key offerings include coo

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Onepoint Bfg Wealth Partners

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    Frequently Asked Questions

    What is Onepoint Bfg Wealth Partners's AUM?

    Onepoint Bfg Wealth Partners reports approximately $15.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Onepoint Bfg Wealth Partners headquartered?

    Onepoint Bfg Wealth Partners is headquartered in Parsippany, New Jersey.

    What is Onepoint Bfg Wealth Partners's CRD number?

    Onepoint Bfg Wealth Partners's CRD number is 318366. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Onepoint Bfg Wealth Partners manage?

    Onepoint Bfg Wealth Partners manages approximately 28,204 client accounts according to its latest SEC filing.

    Is Onepoint Bfg Wealth Partners SEC registered?

    Yes, Onepoint Bfg Wealth Partners is registered with the SEC as an investment adviser with an approved registration status.

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