# Onepoint BFG Wealth Partners

> 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.

- CRD: 318366
- Filed as: ONEPOINT BFG WEALTH PARTNERS
- Legal name: Bleakley Financial Group, LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Parsippany, NJ
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318366
- AdvisorCensus page: https://advisorcensus.com/firm/onepoint-bfg-wealth-partners-parsippany-nj-318366

## Quick answers

**How is Onepoint BFG Wealth Partners compensated?**
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.

**Where is Onepoint BFG Wealth Partners located?**
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).

**Is Onepoint BFG Wealth Partners registered with the SEC or a state?**
Onepoint BFG Wealth Partners is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318366.

**How much does Onepoint BFG Wealth Partners manage?**
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).

**How have Onepoint BFG Wealth Partners' assets and staff changed since 2022?**
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.

**What types of clients does Onepoint BFG Wealth Partners serve?**
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).

**Which custodians does Onepoint BFG Wealth Partners use?**
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.

**Does Onepoint BFG Wealth Partners report any disciplinary disclosures?**
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

**What changed in Onepoint BFG Wealth Partners' recent Form ADV filings?**
In the October 2026 filing data: Added the business name Bast Financial Group. Added an office in Lutz, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $15,127,499,616
- Discretionary: $14,457,603,315
- Non-discretionary: $669,896,301

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,524 | $1,935,919,517 |
| High net worth individuals | 2,934 | $12,452,953,119 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 167 | $641,912,328 |
| Charitable organizations | Fewer than 5 | $1,142,490 |
| Corporations or other businesses not listed above | 22 | $95,572,162 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 205 total, 104 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA
- Birmingham, MI
- Burlington, MA
- Eagle, ID
- Flemington, NJ
- Greenwood Village, CO
- Houston, TX
- Lombard, IL
- Lutz, FL
- Minneapolis, MN
- Phoenix, AZ
- Richmond, VA
- Whitehall, PA
- Winter Park, FL

### Websites listed on Form ADV (Item 1.I)
- bleakley.com
- onepointbfg.com
- Facebook @BleakleyFinancialGroup
- Facebook @OnePointbfg
- Instagram @onepointbfg
- LinkedIn @bleakley-financial-group
- LinkedIn @onepoint-bfg
- X @bleakleygroup
- X @onepointbfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $7,517,438,456 | 167 | September 30, 2022 |
| October 2023 | $7,454,388,626 | 165 | August 11, 2023 |
| October 2024 | $9,176,052,784 | 158 | September 26, 2024 |
| October 2025 | $12,128,656,187 | 176 | July 22, 2025 |
| October 2026 | $15,127,499,616 | 205 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Bast Financial Group.
- Added an office in Lutz, FL.

### August 2026
- Added the business name Armstrong & Sinoff Financial.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Added an office in Winter Park, FL.

### April 2026
- 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.

### February 2026
- Added the business name Voyage Wealth Architects.
- Added an office in Minneapolis, MN.

### November 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onepoint BFG Wealth Partners (CRD 318366): Form ADV filing data as of October 2026.