We are honored to share that Andy Schwartz, CEO/Managing Partner, Wealth Management Advisor at OnePoint BFG Wealth Partners, has been named to Barron’s 2026 Top 100 Independent Advisors list, ranking #35 in the nation.
To be recognized among the most respected independent advisors in the country is a privilege, and we are grateful to the clients and families whose trust makes this work possible.
A Recognition Built on Relationships
As CEO and Managing Partner, Andy leads the firm while he continues to serve families directly as a wealth management advisor. His work centers on helping business owners, executives, and high net worth families make clear decisions about their wealth, from the sale of a business to the transfer of wealth to the next generation. This recognition reflects the trust those families place in Andy and his team, and the care the team brings to every conversation.
How Barron's Determines the Ranking
Barron’s ranks independent advisors on the assets they oversee, the revenue their practices produce, and the overall quality of their practice. Advisors complete a detailed questionnaire, and Barron’s verifies the data against regulatory records before scoring. Barron’s also weighs each advisor’s experience, the depth of their team, their philanthropic work, and their compliance record.
“It is an honor to be considered among the best in our profession. This recognition reflects the trust of our clients and the dedication of the team I work with every day.”
Congratulations, Andy!
Disclosures
Barron’s Top 100 Independent Advisors ranking was developed and tabulated by Barron’s. The 2026 ranking was published in September 2026 and is based on data for the 12-month period ending June 30, 2026. Barron’s does not receive a fee from OnePoint BFG Wealth Partners in exchange for this ranking. The ranking is based on assets under management, revenue produced for the firm, and quality of practice, and is not indicative of future performance or of any individual client’s experience.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC-registered investment adviser, doing business as OnePoint BFG Wealth Partners. Registration does not imply a certain level of skill or training. The value of investments will fluctuate, investments may lose value, and past performance is not a guarantee of future results. OnePoint BFG does not provide legal, tax, or accounting advice.
OnePoint BFG Wealth Partners ("OnePoint BFG") often uses Artificial Intelligence ("AI") in the generation of reports such as the above. OnePoint BFG and its employees are bound by all applicable Firm policies and procedures when using AI. AI is subject to risks and limitations. OnePoint BFG has established policies and procedures to ensure all AI generated material goes through human review prior to dissemination. For additional information regarding AI, please refer to OnePoint BFG’s ADV 2A.
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