We are proud to announce that OnePoint BFG Wealth Partners has been named to Barron’s 2025 list of Top 100 RIA Firms, ranking #44 nationwide. This recognition from one of the most respected names in financial journalism highlights the work of our advisors, the trust of our clients, and the philosophy that guides our work every day: to help clients Ascend Beyond Wealth.
About the Barron’s Top 100 RIA Firms Ranking
Each year, Barron’s publishes its Top 100 RIA Firms ranking to highlight advisory firms making a meaningful impact in the financial services industry. Firms are evaluated on multiple factors, including:
- Assets under management (AUM)
- The size and experience of the advisory team
- Technology and resources available to clients
- Regulatory and compliance record
- Growth and community presence
Together, these measures reflect not only the scale of a firm, but also its ability to provide clients with resources, experience, and long-term stability. While rankings spotlight performance and growth, our true measure of success comes from the relationships we build every day with clients.
What This Recognition Means for Clients
Industry rankings like Barron’s Top 100 RIA Firms can provide clients and prospective clients with reassurance that their advisory firm has the scale, resources, and experience to meet a wide range of financial needs. Recognition from an independent publication reflects objective criteria such as assets under management, team size, and regulatory record.
At the same time, it’s important to remember that rankings are not a guarantee of future results or individual client experience. What matters most is the relationship between advisor and client — the conversations, planning, and guidance that shape financial decision-making over time.
For us, being named to this list is a meaningful milestone, but our focus remains the same: building trusted relationships and providing fiduciary advice designed to support informed financial choices.
Our Fiduciary Approach
As an independent registered investment advisory firm, we act as fiduciaries — which means we are obligated to put our clients’ interests first when providing recommendations. This standard guides every relationship, ensuring our advice is based on client goals, not outside influences.
Our approach is comprehensive and collaborative, designed to address the many areas that shape a financial life:
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Retirement Planning – Income and savings strategies to help clients prepare for and navigate retirement, including Social Security considerations.
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Investment Management – Diversified portfolios tailored to individual objectives, time horizons, and risk tolerance.
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Tax-Aware Strategies – Coordination with tax professionals to design approaches that account for potential tax implications.
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Estate and Legacy Planning – Guidance to help clients consider how their wealth may be transferred to future generations, aligned with family priorities and charitable interests.
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Business Owner Guidance – Support for entrepreneurs in succession planning, retirement plan design, and strategies that align business and personal financial goals.
By focusing on the full financial picture, we aim to provide clarity in decision-making and consistency in the planning process.
A Message from Leadership
“Being named to the Barron’s 2025 list of Top 100 RIA Firms is an honor and a reflection of our team’s hard work and the trust of our clients. We remain dedicated to providing thoughtful, fiduciary-based guidance and to living out our philosophy of helping clients Ascend Beyond Wealth.”
— Andy Schwartz, CEO
Looking Ahead
Recognition on this list is a proud milestone for our firm — but what matters most is the work we do every day with our clients. As we look ahead, we will continue to grow thoughtfully, invest in resources, and expand our capabilities, while keeping our focus where it matters most: the relationships we build and the guidance we provide.
OnePoint BFG Wealth Partners – Ascend Beyond Wealth.
Disclosures
Barron’s Top 100 RIA Firms ranking was developed by Barron’s. Barrons does not receive a fee from OnePoint BFG Wealth Partners in exchange for these rankings. Barron’s Top 100 RIA Firms ranking is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.
