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ONEPOINT BFG WEALTH PARTNERS
Legal name: BLEAKLEY FINANCIAL GROUP, LLC
CRD 318366File 801-123232
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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
- Website
- https://www.onepointbfg.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 176 | 205 | increased by29 |
| Apr 1, 2026 | Clients | 7,903 | 8,647 | increased by744 |
| Apr 1, 2026 | AUM | $12,128,656,187 | $15,127,499,616 | increased by$2,998,843,429 |
| Apr 1, 2026 | Accounts | 30,268 | 28,204 | decreased by2,064 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 153 | 176 | increased by23 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 6,850 | 7,903 | increased by1,053 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $10,066,772,972 | $12,128,656,187 | increased by$2,061,883,215 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 21,753 | 30,268 | increased by8,515 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 167 | 153 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,722 | 6,850 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,517,438,456 | $10,066,772,972 | increased by$2,549,334,516 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19,263 | 21,753 | increased by2,490 |
| Oct 1, 2022 | Employees | 20 | 167 | increased by147 |
| Oct 1, 2022 | Clients | 208 | 6,722 | increased by6,514 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ONEPOINT BFG” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONEPOINT BFG” may also match similarly-named firms). Confirm identity against each filing.
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.