OnePoint BFG Secures InvestmentNews’ 2026 5-Star Wealth Management Team Recognition
Event summary
- Three advisory teams at OnePoint BFG named to InvestmentNews’ 2026 5-Star Wealth Management Teams list.
- Recognized teams oversee $4.4B in client assets with over 135 years of combined industry experience.
- OnePoint BFG’s AUM grew over 60% YoY to $16B as of March 2026.
- Firm maintains high client satisfaction metrics: 84 Net Promoter Score and 97% overall satisfaction.
The big picture
OnePoint BFG’s recognition by InvestmentNews underscores its strategic focus on team-driven, planning-led wealth management. The firm’s rapid AUM growth and high client satisfaction metrics position it as a notable player in an industry increasingly valuing personalized advisory services. Its transition to full independence in 2022 and subsequent rebranding reflect broader trends of consolidation and specialization in wealth management.
What we're watching
- Scalability Challenge
- Whether OnePoint BFG can sustain its 60% YoY growth while maintaining personalized client experiences.
- Team Retention
- How the firm will retain top-performing advisory teams amid rapid expansion.
- Industry Benchmarking
- The pace at which OnePoint BFG can differentiate itself in a competitive wealth management landscape.
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