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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Folio Investments · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-16-2016
- Office Locations
- 73
Office Locations
About Oneseven
OneSeven is an SEC-registered RIA that pairs financial planning and portfolio management with client education through workshops and events, framed around seven elements of wellness. The firm operates as a collaborative national network of independent advisors selected for specialized expertise, serving both retail and institutional relationships. Investment work spans portfolio construction across ETFs, mutual funds, and fixed income, with access to alternatives where appropriate. Some advisors can offer brokerage through affiliated MGO Securities (FINRA/SIPC).
Reported data analysis
What the numbers show
Between October 31, 2025 and April 22, 2026, reported AUM increased 59.2%, from $4.8B to $7.7B.
Across 5 reported observations, AUM increased 225.3% between December 8, 2022 and April 22, 2026, from $2.4B to $7.7B.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 95 advisory representatives and 16,347 clients, or 172.1 clients per representative. That equates to $472.1K in reported AUM per client.
The profile lists 73 reported office locations and 10 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Oneseven record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Adam Howard Blumenthal
Chief Growth Officer, Financial Advisor, General Partner
- CRD
- --
- Ownership
- Less than 5%
Marc David Borstein
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Jonathan Craig Adams
Financial Advisor
- CRD
- #8272887
TAMI LYNNE ALOISA
Founder
- CRD
- #2596467
Showing 2 of 127 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,676,862,163 | $289,017 |
| Non-Discretionary | $40,909,299 | $296,444 |
| Total | $7,717,771,462 | $289,055 |
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Separately Managed Accounts
SMA allocation detail is available
Oneseven has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Oneseven's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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