OneSeven Celebrates Remarkable Growth in 2025 with Its Core Principle: Always Be Growing

OneSeven's Transformative Growth in 2025

As the year 2025 draws to an end, OneSeven—recognized as a leading wealth management firm—reflects on a year marked by remarkable growth and meaningful achievements. With total assets under management exceeding $8.6 billion as of December 19, this accomplishment is a testament to the firm’s unwavering dedication to its core principle of "Always Be Growing."

OneSeven's momentum was bolstered by the addition of over 70 new advisors and staff from 12 partner firms, who collectively contributed more than $3.5 billion in new assets. This influx significantly enhanced the firm's asset pool, representing one of the most prosperous growth periods in OneSeven's history.

However, the essence of OneSeven's success transcends just numbers. The firm’s approach centers on fostering long-term growth while prioritizing the needs of people. Utilizing the Entrepreneurial Operating System (EOS) framework, OneSeven remains focused and accountable, ensuring that its growing community of advisors benefits from a sustainable and scalable platform that is designed for enduring success.

A standout element of 2025 was the firm’s commitment to the development of its people. Through the innovative 90-Day Mastermind Coaching Program, OneSeven empowered its advisors with vital resources, strategic guidance, and a supportive community to foster their personal and professional growth. Moreover, initiatives such as GROW @ OneSeven aimed to enhance employees’ skills, leadership capabilities, and overall well-being. This philosophy underpinning the firm is based on the belief that true growth is realized when individuals are encouraged and equipped to invest in their own development.

Rick Gross, the President of OneSeven, shared insights on the firm’s journey, stating, "Our growth this year is the result of living our values with intention—especially our commitment to always be growing. When we invest in our advisors and employees as people first, the business results follow. Surpassing $8.6 billion in AUM is a significant achievement, but it is genuinely the cultivation of a culture and platform that ensures long-term success for everyone we serve."

As OneSeven prepares for the upcoming year of 2026, its commitment to fostering a growth-centered culture continues to be the cornerstone of its operational ethos. This approach not only empowers advisors and uplifts employees but also enriches the lives of clients across the United States as the firm forges ahead into the future.

About OneSeven

OneSeven is a progressive and values-driven wealth management firm, collaborating with financial advisors and teams across the nation to facilitate their personal, professional, and financial growth. With over $8.6 billion in assets under management, OneSeven equips advisors with the resources, tools, and support necessary to provide exceptional client experiences and guide clients towards financial well-being. In partnership with Merchant, OneSeven is part of a dynamic network of more than 100 top firms and over 4,000 advisors and staff, gaining access to capital, expertise, and resources that accelerate growth and operational excellence. To learn more, visit www.onesevenadvisor.com.