← Directory
ONEPOINT BFG WEALTH PARTNERS
Legal name: BLEAKLEY FINANCIAL GROUP, LLC
CRD 318366File 801-123232
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.13B
Top 10% of cohort (national)
Discretionary AUM
$14.46B
Non-discretionary $669.9M
Clients
8,647
28,204 accounts
Employees
205
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 14, 2022
- Principal office
- 300 KIMBALL DRIVE, SUITE 310, PARSIPPANY, NJ, 07054
- Phone
- (973) 575-4180
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.13B
- Discretionary AUM
- $14.46B
- Non-discretionary AUM
- $669.9M
- Discretionary accounts
- 27,985
- Non-discretionary accounts
- 219
- Total accounts
- 28,204
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $95.6M |
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 2,934 | $12.45B |
| Pension and profit sharing plans | 167 | $641.9M |
| Individuals (other than high net worth individuals) | 5,524 | $1.94B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.