OneSeven, a values-driven wealth management firm dedicated to supporting the professional and personal growth of financial advisors, has announced a record-setting expansion during the third quarter of 2025. The firm added 25 new advisors, including Johnathan Breen and Jeanne Hagar, along with seven new advisory teams such as The Hamilton Group, OnPoint Wealth Partners, Giltner & Associates, Martz Financial, and Alta Vera Global Capital Advisors. These additions have bolstered OneSeven’s national presence and strengthened its capabilities in advisor support and client service.
The third quarter proved to be a transformative period for the Cleveland-based firm, with over $2.11 billion in new asset inflows pushing total assets under management (AUM) past the $8 billion threshold. This achievement reflects OneSeven’s accelerating momentum and its continued focus on equipping advisors with the flexibility, resources, and community to scale effectively while enhancing client relationships.
The firm’s leadership credited the growth to its advisor-centric model, which emphasizes empowerment and holistic development. OneSeven’s recent expansion highlights a growing appeal among advisors seeking greater autonomy and long-term partnership alignment within a supportive ecosystem.
As OneSeven continues its nationwide expansion, it plans to maintain its focus on cultivating an environment where advisors can build sustainable businesses, deliver superior client experiences, and achieve meaningful professional fulfillment.
With over $8 billion in assets under management, OneSeven is a trusted partner to financial advisors and teams across the nation. The firm’s partnership with Merchant connects its advisors to an ecosystem of over 100 leading firms and more than 4,000 professionals, offering access to capital, operational resources, and shared expertise designed to accelerate growth.
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, 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, OneSeven
