firm
OnePoint BFG Wealth Partners
PARSIPPANY, NJ
CRD: 318366
In PWD coverage since September 7, 2026 · 8 stories
$15.1BRegulatory AUMSEC Form ADV · Oct 3
205EmployeesForm ADV
1Deals on our tracker
+5Talent net · 12 months5 in · 0 out
Regulatory AUM · Sep 12 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +5 · 5 incoming events · 0 outgoing events
Arrivals
Kevin Spahn
Sep 3 · from Northwestern Mutual
Bast Financial Group
Sep 10 · from Bast Financial Group
Theodore Kuczarski
Oct 1
Mark Hoffman
Oct 1 · from Lanier Asset Management
Departures
None tracked.
Deal recordFull tracker →
PWD coverage
Moves
LPL's weekly recruiting cadence is now the product
Two Salt Lake practices worth $1 billion are the smallest interesting thing in LPL's fourth advisor announcement this month.