Diverse
Partnerships.
Built by high-growth
advisors, for high-
growth advisors.
The joy of working
with OnePoint BFG.
You know that feeling when something just clicks? That’s how it is with OnePoint BFG. When we teamed up, they were already a successful, distinguished wealth advisory and financial planning firm with a long track record of continuous growth and client-centric operations. With our investment, OnePoint BFG was empowered to expand its M&A game, launch an equity ownership program to its advisors, and provide them with greater flexibility and a broader set of resources to positively impact the financial lives of their clients. For us, there’s nothing more satisfying than taking a journey with someone you like and seeing their vision come true.
Built to Rise.
Accelerating their growth, expanding their impact, and evolving into something greater.
Q3 2024
Strategic Partnership
- Rise invests in Bleakley Financial Group (now OnePoint BFG)
- Board of Directors and Advisor Council Established
- Client Satisfaction Survey Launched
- Inorganic Pipeline Grew 79x
Q4 2024
One Focused Firm
- 80% of AUM Managed by W-2 Partners
- Advisor Growth Incentive Program Launched
- Management Incentive Program Launched
Q1 2025
Growth Momentum
- Two Teams Join with $1B+ assets
- Hired Chief Growth Office
- All Employee Performance Program Launched
Q2 2025
Future-Ready
- Formalized Establishment of Credit Facility
- Moved from Mega Broker-dealer to Local “RIA-Friendly” Broker-dealer
- Added Widely Respected Advisor Coach to Board of Directors
Q3 2025
Bold New Chapter
- Official Rebrand to OnePoint BFG Wealth Partners
Q3 2024
Strategic Partnership
- Rise invests in Bleakley Financial Group (now OnePoint BFG)
- Board of Directors and Advisor Council Established
- Client Satisfaction Survey Launched
- Inorganic Pipeline Grew 79x
Q4 2024
One Focused Firm
- 80% of AUM Managed by W-2 Partners
- Advisor Growth Incentive Program Launched
- Management Incentive Program Launched
Q1 2025
Growth Momentum
- Two Teams Join with $1B+ assets
- Hired Chief Growth Office
- All Employee Performance Program Launched
Q2 2025
Future-Ready
- Formalized Establishment of Credit Facility
- Moved from Mega Broker-dealer to Local “RIA-Friendly” Broker-dealer
- Added Widely Respected Advisor Coach to Board of Directors
Q3 2025
Bold New Chapter
- Official Rebrand to OnePoint BFG Wealth Partners
FOUNDED IN
1985
in advisory assets
Managing nearly
$10B
in advisory assets
Managing nearly
55+
advisors
Managing nearly
100+
investment professionals
Managing nearly
17
OFFICES
Next level growth for
OnePoint BFG Wealth Partners
“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”
— Andy Schwartz, CFP®, CEO and Co-Founder of OnePoint BFG Wealth Partners
Next level growth for OnePoint BFG Wealth Partners
“In Rise, we found a strategic partner with not only capital, but also the expertise to expand into a national firm that attracts top-tier, growth-oriented advisors.”
— Andy Schwartz, CFP®, CEO and Co-Founder of OnePoint BFG Wealth Partners
OnePoint BFG in the news
Since taking minority investment nearly one year ago from Joe Duran’s Rise Growth Partners, OnePoint (formerly Bleakley) has grown by roughly $3 billion in assets and shifted from primarily being 1099 workforce to now having 85% of its AUM represented by W-2 advisors.
The $12 billion RIA, which is backed by Joe Duran’s Rise Growth Partners, will now go by OnePoint to signify that it provides all aspects of clients’ financial needs.
At an industry conference in Miami, minority investors touted the chance for smaller RIAs to cede a stake in return for support but not control.
