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RIA comparison · SEC Form ADV

Bartlett & Co. Wealth Management LLC vs Oneseven

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Bartlett & Co. Wealth Management LLC is the larger of the two, with $10B in regulatory assets to $7.7B at Oneseven, 33% more than its rival, by their latest Form ADV filings. Oneseven reports more individual clients (15,787 vs 2,133), while Bartlett & Co. Wealth Management LLC’s clients hold more on average (about $4.1 million each against $460,000). Both are based in Ohio: Bartlett & Co. Wealth Management LLC in Cincinnati and Oneseven in Beachwood.

FigureBartlett & Co. Wealth Management LLCOneseven
Regulatory AUM$10B$7.7B
National rank#93#136
HeadquartersCincinnati, OhioBeachwood, Ohio
Individual clients2,13315,787
High-net-worth clients1,3511,908
Average client assets$4.1 million$460,000
Accounts6,18826,700
Discretionary99% of AUM99% of AUM
Employees84264
Advisory staff3495
Clients per advisory employee63166
Offices348
Form ADV filed2026-03-312026-04-22

Bartlett & Co. Wealth Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Oneseven

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Questions

Which is bigger, Bartlett & Co. Wealth Management LLC or Oneseven?

Bartlett & Co. Wealth Management LLC, with $10B in regulatory assets under management against $7.7B at Oneseven. Nationally they rank #93 and #136 among 5,657 independent wealth management RIAs.

How many clients do Bartlett & Co. Wealth Management LLC and Oneseven have?

Bartlett & Co. Wealth Management LLC reports 2,133 individual clients (1,351 high-net-worth) with 34 advisory employees; Oneseven reports 15,787 (1,908 high-net-worth) with 95 advisory employees.

How do Bartlett & Co. Wealth Management LLC and Oneseven charge clients?

Only Oneseven lists hourly charges; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Bartlett & Co. Wealth Management LLC and Oneseven offer?

Bartlett & Co. Wealth Management LLC lists portfolio management for businesses and institutions; other services, which Oneseven does not. Oneseven lists pension consulting; educational seminars and workshops, which Bartlett & Co. Wealth Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Bartlett & Co. Wealth Management LLC ↗, Oneseven ↗. How to check a financial advisor →