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ONEPOINT BFG WEALTH PARTNERS

PARSIPPANY, NJ · CRD 318366 · IAPD ↗ · (973) 575-4180

$15.13BRegulatory AUM
104Advisory reps
205Employees
27Clients
51-100Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — ONEPOINT BFG WEALTH PARTNERS added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2026 — ONEPOINT BFG WEALTH PARTNERS added office(s): 21 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — ONEPOINT BFG WEALTH PARTNERS added office(s): 20 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2026 — ONEPOINT BFG WEALTH PARTNERS grew from 96 to 104 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — ONEPOINT BFG WEALTH PARTNERS added office(s): 20 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — ONEPOINT BFG WEALTH PARTNERS added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
August 2025 — BLEAKLEY FINANCIAL GROUP, LLC is now doing business as ONEPOINT BFG WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
82
August 2025 — ONEPOINT BFG WEALTH PARTNERS grew from 84 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — BLEAKLEY FINANCIAL GROUP, LLC moved its main office from FAIRFIELD, NJ to PARSIPPANY, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — BLEAKLEY FINANCIAL GROUP, LLC shrank from 152 to 84 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
March 2025 — BLEAKLEY FINANCIAL GROUP, LLC added office(s): 20 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
November 2024 — BLEAKLEY FINANCIAL GROUP, LLC added office(s): 19 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — BLEAKLEY FINANCIAL GROUP, LLC shrank from 159 to 152 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
March 2024 — BLEAKLEY FINANCIAL GROUP, LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.