firm profile
Onepoint Bfg Wealth Partners
Overview
Onepoint Bfg Wealth Partners is an SEC registered investment adviser based in Parsippany, NJ, registered since 2022. It reports $15.1B in assets under management across 28,204 accounts, with 205 employees. It has 120 investment adviser representatives.
- Reported AUM
- $15.1B
- Discretionary
- 96%
- Accounts
- 28,204
- Average account
- $536K
- Employees
- 205
- Advisory reps
- 120
- Registered since
- 2022
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 12
- Andy Mark Schwartz Chief Executive Officer, Member CRD 1317986
- Alexei Mostovoi Chief Financial Officer CRD 8178915
- Craig Barry Weiss Chief Compliance Officer CRD 2354195
9 more executive officers, with direct contact details
Advisory reps 3 of 120
- Daniel J Aguanno Insurance Agent · Investment Adviser Rep CRD 5346652
- Michael J Albertine Insurance Agent · Investment Adviser Rep CRD 5408228
- Nicholas Steven Armbrust Insurance Agent · Investment Adviser Rep CRD 7573100
117 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 300 Kimball Dr Ste 310
Parsippany, NJ 07054 - County
- Morris
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: onepointbfg.com
Every state, with registration dates
Similar firms near Parsippany
- Summit Financial, LLCParsippany, NJ$26.3B AUM
- Sax Wealth Advisors, LLCParsippany, NJ$3.6B AUM
- Signet Financial Management, LLCParsippany, NJ$1.2B AUM
- Hennion & Walsh Asset Management, Inc.Parsippany, NJ$769M AUM
- Accretive Wealth Partners, LLCParsippany, NJ$505M AUM
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