OneSeven, a values-driven wealth management firm focused on helping financial advisors achieve personal, professional, and financial growth, has announced a significant milestone, surpassing $8 billion in total assets under management (AUM) following an exceptional third quarter of expansion.
In Q3 2025, the Cleveland-based firm added $2.11 billion in new inflows, reflecting significant momentum across its advisor network. OneSeven also welcomed 25 new financial advisors, including Johnathan Breen and Jeanne Hagar, along with seven advisory teams such as The Hamilton Group, OnPoint Wealth Partners, Giltner & Associates, Martz Financial, and Alta Vera Global Capital Advisors. These additions have strengthened the firm’s national reach and broadened its capabilities across key markets.
The firm’s rapid growth highlights OneSeven’s approach to equipping advisors with advanced tools, a supportive community structure, and flexible operating models that enable them to deliver elevated client experiences. By combining a people-first philosophy with scalable infrastructure, OneSeven continues to empower advisors to expand their practices while maintaining a focus on client success and financial well-being.
As OneSeven continues its nationwide expansion, the company remains committed to creating an environment where advisors can grow their businesses, deepen client relationships, and have a lasting impact on their clients and communities.
OneSeven operates in partnership with Merchant, a collaboration that connects its advisors to a larger ecosystem of over 100 firms and more than 4,000 professionals. This alliance provides access to capital, resources, and expertise that enhance advisor performance and operational excellence.
KEY QUOTES:
“OneSeven provides the tools, community, and flexibility I need to grow strategically while ensuring my clients receive the high-level planning and support needed to reach their financial goals.”
Johnathan Breen, Financial Advisor at OneSeven
“Our Q3 growth is a testament to the strength of our platform and the incredible advisors and teams who are choosing to partner with OneSeven. We remain committed to supporting advisors with the tools and resources they need to thrive while helping their clients achieve financial well-being.”
Todd Resnick, CEO of OneSeven
