Wealth manager, independent · Beachwood, OH
Oneseven
MGO One Seven LLC · SEC-registered investment adviser · CRD 283087 · SEC 801-107829
At a glance
Oneseven is an SEC-registered investment adviser based in Beachwood, Ohio, with $7.7B in regulatory assets under management as of its Form ADV filed April 22, 2026. It reports 15,787 individual clients, 1,908 of them high-net-worth, holding an average of about $0.5 million each, and 264 employees. That ranks it 136th among the nation’s 5,657 independent wealth management RIAs and 6th of 226 in Ohio. It reports 5 custodians for its clients’ separately managed accounts: Raymond James, Charles Schwab, Fidelity Distributors Company, Axos and Goldman Sachs.
Main office 216-865-1700onesevenadvisor.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $7.7B
- Rank among independent wealth managers
- #136 of 5,657
- Rank among all SEC RIAs
- #1,605 of 17,210
- Rank in Ohio
- #6 of 226
- Individual clients
- 15,787
- High-net-worth clients
- 1,908
- Accounts
- 26,700
- Discretionary
- 99% of AUM
- Employees
- 264
- Advisory staff
- 95
- Offices
- 48
Owners and executives on its Form ADV
- Ronald S. GrossManaging Member
- Todd M. ResnickMember
- Richard J. GrossPresident
- Ted J. TriskaChief Operating Officer
- Adam H. BlumenthalChief Growth Officer
- Marc D. BorsteinChief Financial Officer
- Ronald S. GrossChairman
- Todd M. ResnickChief Executive Officer
- Betsey SaffarChief Financial Officer
- Brian K. BunkerAdvisor Advocate
- John K. CareyChief Compliance Officer
Custody and brokerage
5 custodians
- Raymond James$3.6B47%
- Charles Schwab$2.9B39%
- Fidelity Distributors Company$857M11%
- Axos$188M2%
- Goldman Sachs$0M0%
Broker-dealer
Hybrid RIA
Oneseven is a hybrid RIA: 41 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: MGO Securities Corp..
- MGO Securities Corp. ↗CRD 37584
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed April 2026) names Fortune Financial Services, MGO Securities and International Assets Advisory as the broker-dealer its advisers are registered with.
Some individuals providing investment advice on behalf of our firm are also registered representatives of Fortune Financial Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,908 | $4.3B | 56% |
| Individuals | 13,879 | $3.0B | 38% |
| Corporations or other businesses | 192 | $207M | 3% |
| Pension and profit sharing plans | 301 | $178M | 2% |
| Charitable organizations | 47 | $52M | <1% |
| Other | 8 | $2M | <1% |
Disciplinary disclosures
Oneseven 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
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗onesevenadvisor.com ↗
AtlasMembers
The full record on Oneseven
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, 9 years of filings
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- Growth over one, three and five years
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- Rank against 532 peers of its type and size
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- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sequoia Financial Group, L.L.C.Akron | $32B | 11,064 |
| Johnson Investment Counsel, Inc.Cincinnati | $23B | 5,251 |
| Bartlett & Co. Wealth Management LLCCincinnati | $10B | 2,133 |
| Carnegie Investment CounselPepper Pike | $7.5B | 3,056 |
| Truepoint, Inc.Cincinnati | $6.4B | 1,867 |
| TFO Wealth PartnersMaumee | $5.7B | 1,815 |
Compare Oneseven with
- Oneseven vs Bartlett & Co. Wealth Management LLC $10B · Cincinnati, OH
Background
Questions
How much does Oneseven manage?
Oneseven reports $7.7B in regulatory assets under management across 26,700 accounts, 99% of it on a discretionary basis, on its Form ADV filed April 22, 2026.
How many clients does Oneseven have?
It reports 15,787 individual clients: 1,908 high-net-worth individuals and 13,879 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Oneseven headquartered?
Its main office is in Beachwood, Ohio. It reports 48 offices in total and 264 employees, 95 of whom perform investment advisory functions.
How does Oneseven charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Oneseven use?
It reports 5 custodians for its clients’ separately managed accounts: Raymond James, Charles Schwab, Fidelity Distributors Company, Axos and Goldman Sachs. On Schedule D of its Form ADV filed April 22, 2026, it reports these amounts held: Raymond James ($3.6B); Charles Schwab ($2.9B); Fidelity Distributors Company ($857M); Axos ($188M); Goldman Sachs ($0M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Oneseven a hybrid RIA with a broker-dealer?
Oneseven is a hybrid RIA: 41 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: MGO Securities Corp.. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Oneseven a fiduciary?
As an SEC-registered investment adviser, Oneseven owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 41 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Oneseven’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 (2026-04-22), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →