BLEAKLEY FINANCIAL GROUP, LLC
Legal name: ONEPOINT BFG WEALTH PARTNERS
CRD #318366 SEC #801-123232 PARSIPPANY, NJ (973) 575-4180
SEC Registered
Total AUM
$12.1B
Discretionary
$11.6B
Employees
176
Clients
51
Accounts
30,268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $12.1B | $11.6B | $572.2M | 176 | 23 |
| Jul 2025 | $12.1B | $11.6B | $572.2M | 176 | 23 |
| Apr 2025 | $10.1B | $9.6B | $473.7M | 153 | 23 |
| Apr 2025 | $10.1B | $9.6B | $473.7M | 153 | 23 |
| Mar 2025 | $10.1B | $9.6B | $473.7M | 153 | 23 |
| Feb 2025 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Feb 2025 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Nov 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Oct 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Sep 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Sep 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Apr 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Mar 2024 | $9.2B | $8.6B | $618.3M | 158 | 15 |
| Feb 2024 | $7.5B | $7.5B | $0 | 165 | 164 |
| Feb 2024 | $7.5B | $7.5B | $0 | 165 | 164 |
| Oct 2023 | $7.5B | $7.5B | $0 | 165 | 164 |
| Oct 2023 | $7.5B | $7.5B | $0 | 165 | 164 |
| Aug 2023 | $7.5B | $7.5B | $0 | 165 | 164 |
| Jun 2023 | $7.5B | $7.5B | $0 | 165 | 164 |
| Mar 2023 | $7.5B | $7.5B | $0 | 165 | 164 |
| Oct 2022 | $7.5B | $7B | $531.8M | 167 | 0 |
| Sep 2022 | $7.5B | $7B | $531.8M | 167 | 0 |
| Jun 2022 | $228.2M | $228.2M | $0 | 20 | 0 |
| Jun 2022 | $228.2M | $228.2M | $0 | 20 | 0 |
| Jun 2022 | $228.2M | $228.2M | $0 | 20 | 0 |
| Mar 2022 | $0 | $0 | $0 | 8 | 0 |
| Jan 2022 | $0 | $0 | $0 | 8 | 0 |
| Jan 2022 | $0 | $0 | $0 | 8 | 0 |
DateOct 2025
Total AUM$12.1B
Discretionary$11.6B
Non-Disc.$572.2M
Employees176
Clients23
DateJul 2025
Total AUM$12.1B
Discretionary$11.6B
Non-Disc.$572.2M
Employees176
Clients23
DateApr 2025
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$473.7M
Employees153
Clients23
DateApr 2025
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$473.7M
Employees153
Clients23
DateMar 2025
Total AUM$10.1B
Discretionary$9.6B
Non-Disc.$473.7M
Employees153
Clients23
DateFeb 2025
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateFeb 2025
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateNov 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateOct 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateSep 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateSep 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateApr 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateMar 2024
Total AUM$9.2B
Discretionary$8.6B
Non-Disc.$618.3M
Employees158
Clients15
DateFeb 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateFeb 2024
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateOct 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateOct 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateAug 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateJun 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateMar 2023
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees165
Clients164
DateOct 2022
Total AUM$7.5B
Discretionary$7B
Non-Disc.$531.8M
Employees167
Clients0
DateSep 2022
Total AUM$7.5B
Discretionary$7B
Non-Disc.$531.8M
Employees167
Clients0
DateJun 2022
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees20
Clients0
DateJun 2022
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees20
Clients0
DateJun 2022
Total AUM$228.2M
Discretionary$228.2M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0