OnePoint BFG Wealth Partners announced it delivered a year of accelerated growth and organizational change in 2025, highlighted by a major increase in assets under management, a firmwide rebrand, leadership additions, acquisitions, and continued geographic expansion.
Formerly known as Bleakley Financial Group, the Parsippany, New Jersey-based firm said it grew AUM by more than 60%, from $9.1 billion in 2024 to an expected $15 billion by the end of the first quarter of 2026. The firm also reported surpassing $1 billion in inorganic net new advisor assets during the first quarter alone, as it continued to add teams and broaden its national footprint.
As part of its inorganic expansion strategy, OnePoint BFG said it completed its largest acquisition to date with the addition of Spahn Financial, expanding its presence in the Midwest. The firm also said it welcomed Jeff Miller and the Miller Financial Services group, along with Max Wilson and Sean McCarthy, extending its reach in Virginia, Florida, and Idaho.
During the year, OnePoint BFG introduced an advisor equity partnership model designed to broaden ownership across its advisor base. The firm said more than 80% of its assets are now managed by W2 equity partner advisors, a shift it described as strengthening alignment, accountability, and the client experience.
The firm also pointed to workplace recognition, noting it was named by Financial Planning as one of the 2025 Best RIAs to Work For, which it attributed to its collaborative culture and commitment to advisor success.
To support continued expansion, OnePoint BFG said it added several senior leaders and expanded headcount across operations. New appointments included Alex Mostovoi as chief financial officer, Carlos Noriega as executive director of advisor solutions, Molly McClure as executive director of marketing, and Zoie Silver as executive director of advisor experience. Overall, the firm said it added more than 40 new team members across leadership and key operational functions.
The rebrand to OnePoint BFG was positioned as a central piece of the firm’s 2025 transformation, aimed at creating a more cohesive identity around clarity and purpose-driven planning. The firm said the updated brand experience includes refreshed digital and communication platforms and is designed to help clients identify “Your OnePoint,” a priority that anchors better financial decisions. OnePoint BFG also noted its strategic partnership with Rise Growth Partners, which it said supports the firm’s M&A, platform development, and long-term enterprise strategy.
OnePoint BFG said it plans to continue expanding nationally in 2026, invest further in technology and operational efficiency, and develop programs intended to support advisor growth and elevate client experience. The firm said its advisors manage more than $12 billion in advisory assets as of June 30, 2025, and noted it was founded in 1985.
KEY QUOTES
“2025 has been a remarkable and exciting year of transformation and focus for our firm.”
“The entire team should take pride in the firm’s rapid growth, successful rebrand, and the investments we’ve made in our platform. They all reflect our ongoing commitment to clarity, alignment, and sustainable long-term value for our clients, our advisors, and our teams.”
“Clients seek a steady hand—someone that they can trust to execute their unique financial plans.”
“Our expanded leadership team and unified brand arms us with the momentum to meet that need, while continuing to fulfill our promises to the families we serve.”
Andy Schwartz, Chief Executive Officer, OnePoint BFG Wealth Partners
