{
  "crd_number": 318366,
  "slug": "onepoint-bfg-wealth-partners-parsippany-nj-318366",
  "primary_business_name": "ONEPOINT BFG WEALTH PARTNERS",
  "legal_name": "BLEAKLEY FINANCIAL GROUP, LLC",
  "dbas": [
    "ARMSTRONG & SINOFF FINANCIAL",
    "BAST FINANCIAL GROUP",
    "BLEAKLEY FINANCIAL LEHIGH VALLEY",
    "MILLER FINANCIAL SERVICES",
    "ONEPOINT BFG",
    "ONEPOINT BFG EAST BAY",
    "POISE WEALTH",
    "RETIREBETTER LI",
    "SPAHN FINANCIAL",
    "VOYAGE WEALTH ARCHITECTS"
  ],
  "city": "Parsippany",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-14",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 15127499616.0,
  "raum_discretionary": 14457603315.0,
  "raum_non_discretionary": 669896301.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 205,
  "advisory_employees": 104,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1142490.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 1935919517.0,
      "count": 5524
    },
    "pension_profit_sharing": {
      "raum": 641912328.0,
      "count": 167
    },
    "high_net_worth_individuals": {
      "raum": 12452953119.0,
      "count": 2934
    },
    "corporations_other_businesses": {
      "raum": 95572162.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://bleakley.com",
    "https://facebook.com/BleakleyFinancialGroup",
    "https://facebook.com/OnePointbfg",
    "https://instagram.com/onepointbfg",
    "https://linkedin.com/company/bleakley-financial-group",
    "https://linkedin.com/company/onepoint-bfg",
    "https://onepointbfg.com",
    "https://twitter.com/bleakleygroup",
    "https://x.com/onepointbfg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318366",
  "city_as_filed": "PARSIPPANY",
  "url": "https://advisorcensus.com/firm/onepoint-bfg-wealth-partners-parsippany-nj-318366",
  "display_name": "Onepoint BFG Wealth Partners",
  "summary": "Onepoint BFG Wealth Partners is an SEC-registered investment advisory firm in Parsippany, NJ, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Onepoint BFG Wealth Partners (CRD 318366): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Onepoint BFG Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Onepoint BFG Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Onepoint BFG Wealth Partners located?",
      "a": "Onepoint BFG Wealth Partners' principal office is in Parsippany, NJ, according to its Form ADV; the October 2026 filing also lists 14 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Onepoint BFG Wealth Partners registered with the SEC or a state?",
      "a": "Onepoint BFG Wealth Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318366."
    },
    {
      "q": "How much does Onepoint BFG Wealth Partners manage?",
      "a": "Onepoint BFG Wealth Partners reports $15,127,499,616 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (96% discretionary)."
    },
    {
      "q": "How have Onepoint BFG Wealth Partners' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Onepoint BFG Wealth Partners: Regulatory assets under management: $7,517,438,456 in the October 2022 data and $15,127,499,616 in the October 2026 data, up 101%. Total employees: 167 in October 2022 and 205 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Onepoint BFG Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,524); high net worth individuals (2,934); pension and profit sharing plans (but not the plan participants or government pension plans) (167)."
    },
    {
      "q": "Which custodians does Onepoint BFG Wealth Partners use?",
      "a": "Onepoint BFG Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Onepoint BFG Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318366"
    },
    {
      "q": "What changed in Onepoint BFG Wealth Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Bast Financial Group. Added an office in Lutz, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 7517438456.0,
      "total_employees": 167,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7454388626.0,
      "total_employees": 165,
      "filing_date": "2023-08-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9176052784.0,
      "total_employees": 158,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 12128656187.0,
      "total_employees": 176,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 15127499616.0,
      "total_employees": 205,
      "filing_date": "2026-09-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Bast Financial Group.",
        "Added an office in Lutz, FL."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Armstrong & Sinoff Financial.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Winter Park, FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Amwell Ridge Wealth Management.",
        "Employees performing advisory functions went from 96 to 104.",
        "Regulatory assets under management went from $12,128,656,187 to $15,127,499,616 (+25%).",
        "No longer lists an office in Boca Raton, FL."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Voyage Wealth Architects.",
        "Added an office in Minneapolis, MN."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Spahn Financial.",
        "Added the business name Retirebetter LI.",
        "Added the business name Onepoint BFG East Bay.",
        "Added the business name Bleakley Financial Lehigh Valley.",
        "Added an office in Lombard, IL.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/onepoint-bfg-wealth-partners-parsippany-nj-318366.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5524,
      "fewer_than_5": false,
      "raum": 1935919517.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2934,
      "fewer_than_5": false,
      "raum": 12452953119.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 167,
      "fewer_than_5": false,
      "raum": 641912328.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1142490.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 95572162.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318366",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}