Wealth manager, wrap-program sponsor · Parsippany, NJ
Onepoint BFG Wealth Partners
Bleakley Financial Group, LLC · SEC-registered investment adviser · CRD 318366 · SEC 801-123232
At a glance
Onepoint BFG Wealth Partners is an SEC-registered investment adviser based in Parsippany, New Jersey, with $15.1 billion in regulatory assets under management as of its Form ADV filed September 14, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 8,458 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 117th of 8,915 wealth managers and 1,042nd of 17,210 SEC-registered advisers by assets.
Main office 973-575-4180onepointbfg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among wealth managers
- #117 of 8,915
- Rank among all SEC RIAs
- #1,042 of 17,210
- Rank in New Jersey
- #25 of 392
- Individual clients
- 8,458
- High-net-worth clients
- 2,934
- Accounts
- 28,204
- Discretionary
- 96% of AUM
- Employees
- 205
- Advisory staff
- 104
- Offices
- 24
Owners and executives on its Form ADV
- Michael I. AxelrodMember
- Peter D. BoockvarChief Investment Officer
- John D. CooneyMember
- Andy M. SchwartzChief Executive Officer / Member
- Scott D. SchwartzMember
- Vincent J. NauheimerChief Operating Officer
- Craig B. WeissChief Compliance Officer
- Joseph J. DuranMember
- Patrick D. HayesChief Legal Officer
- Alexei MostovoiChief Financial Officer
- Kevin M. SpahnMember
- Samuel B CariChief Strategy Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Onepoint BFG Wealth Partners is a hybrid RIA: 54 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Purshe Kaplan Sterling Investments, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
BFG is independently owned and operated and not affiliated with any custodian; however, certain of OnePoint BFG’s Advisors are also registered representatives of Purshe Kaplan Sterling Investments (“PKS”) and are dually registered persons.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,934 | $12B | 82% |
| Individuals | 5,524 | $1.9B | 13% |
| Pension and profit sharing plans | 167 | $642M | 4% |
| Corporations or other businesses | 22 | $96M | <1% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
Onepoint BFG Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗onepointbfg.com ↗
AtlasMembers
The full record on Onepoint BFG Wealth Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 279 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Onepoint BFG Wealth Partners manage?
Onepoint BFG Wealth Partners reports $15.1 billion in regulatory assets under management across 28,204 accounts, 96% of it on a discretionary basis, on its Form ADV filed September 14, 2026.
What kind of firm is Onepoint BFG Wealth Partners?
Onepoint BFG Wealth Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Onepoint BFG Wealth Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($12.5 billion, 2,934 clients); individuals ($1.9 billion, 5,524 clients); pension and profit sharing plans ($642 million, 167 clients).
Does Onepoint BFG Wealth Partners have any disciplinary history?
Onepoint BFG Wealth Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Onepoint BFG Wealth Partners’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →