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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-14-2022
- Office Locations
- 26
Office Locations
About Onepoint BFG Wealth Partners
OnePoint BFG Wealth Partners provides wealth management for high-net-worth clients, with specialized support for corporate executives navigating equity compensation and concentrated stock. Its One Touch approach centers on a dedicated advisor backed by specialists in investments, tax, and estate strategy to coordinate a client’s full financial picture. The firm reported 96% satisfaction in a 2024 client survey and was ranked #88 on Forbes’ “America’s Top RIA Firms” list (2024).
Reported data analysis
What the numbers show
Between October 20, 2025 and July 14, 2026, reported AUM increased 24.7%, from $12.1B to $15.1B.
Across 5 reported observations, AUM increased 101.2% between October 20, 2022 and July 14, 2026, from $7.5B to $15.1B.
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 104 advisory representatives and 8,674 clients, or 83.4 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 26 reported office locations and 4 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
MICHAEL IAN AXELROD
Wealth Advisor
- CRD
- #2595831
- Ownership
- Less than 5%
PETER DAVID BOOCKVAR
Chief Investment Officer, Investment Advisor Representative
- CRD
- #2551482
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
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DANIEL J AGUANNO
Financial Advisor, General Partner
- CRD
- #5346652
MICHAEL J ALBERTINE
Financial Advisor, General Partner
- CRD
- #5408228
Showing 2 of 115 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,457,603,315 | $516,620 |
| Non-Discretionary | $669,896,301 | $3,058,887 |
| Total | $15,127,499,616 | $536,360 |
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Separately Managed Accounts
SMA allocation detail is available
Onepoint BFG Wealth Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Onepoint BFG Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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