OnePoint BFG Wealth Partners is capping 2025 with a surge in assets, fresh leadership hires and a fully rolled-out rebrand as it positions itself as a national RIA consolidator with an advisor-ownership bent.
The Parsippany, New Jersey-based firm said its assets under management climbed more than 60% from $9.1 billion in 2024 to an expected $15 billion by the end of the first quarter of 2026, driven by a mix of acquisitions and organic growth.
The ramp follows its summer name change from Bleakley Financial Group to OnePoint BFG and the launch of an advisor equity model that now covers more than 80% of firm assets under W2 partner advisors.
In a statement on Tuesday, chief executive officer Andy Schwartz said 2025 has been “a remarkable and exciting year of transformation and focus” for OnePoint BFG, pointing to rapid growth, the rebrand and platform investments as evidence of “clarity, alignment and sustainable long-term value” for clients and advisors.
A key growth driver this year has been the firm’s acquisition of Spahn Financial Partners, a roughly $2 billion advisory business in the Chicago area that represented OnePoint BFG’s largest deal to date and its first presence in that market. Founder Kevin Spahn and partners Timothy Funke, Kyle DeRaedt and Nirav Patel became equity partners under OnePoint BFG’s W2 structure.
“For more than three decades, our team has built lifelong relationships grounded in trust and personalized advice,” Spahn said when the deal was announced in October, adding that joining OnePoint BFG gives his team the scale of a national platform while retaining an entrepreneurial mindset.
Apart from bumping up OnePoint BFG's book of business, the Spahn deal added to a pipeline of mid-sized RIA transactions backed by minority investor Rise Growth Partners, led by Joe Duran. Schwartz told InvestmentNews at the time that the firm is targeting roughly 10% organic growth and could reach about $25 billion in assets over the next 18 months, with plans to add around six acquisitions expected for 2026.
On that note, OnePoint BFG announced Tuesday that it had expanded its reach in Virginia, Florida, and Idaho by welcoming Jeff Miller and the Miller Financial Services group, as well as Max Wilson & Sean McCarthy.
Alongside its dealmaking and advisor additions, OnePoint BFG has been building out its senior bench. The firm named Alex Mostovoi as chief financial officer, Carlos Noriega as executive director of advisor solutions, Molly McClure as executive director of marketing, and Zoie Silver as executive director of advisor experience, while hiring more than 40 people across leadership and operations this year.
Mostovoi brings over experience from prior leadership roles at Emigrant Bank, Focus Financial Partners, and KKR, while Noriega's career included roles at Morgan Stanley, Foresters Financial, and Equitable. McClure counts a prior role at Invesco among her milestones in marketing leadership, while Silver honed her expertise at advisor and client initiatives at Beacon Trust.
OnePoint BFG’s rebrand has also included refreshed digital and client-facing communications built around the idea of helping households identify “Your OnePoint” – the central financial priority guiding their decisions. The firm’s growth and internal changes helped earn it a spot on Financial Planning’s 2025 Best RIAs to Work For list.
“Clients seek a steady hand—someone that they can trust to execute their unique financial plans,” Schwartz said, adding that the expanded leadership team and unified brand are meant to give the firm momentum as it heads into 2026.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
