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Celebrating a Milestone: OneSeven's 10-Year Journey

In July 2026, OneSeven, a prominent SEC-registered investment adviser, proudly commemorates its ten years of relentless growth and commitment within the wealth management industry. Established to empower independent financial advisors, OneSeven has carved out a niche as a leader in this sector and is celebrated for its collaborative approach and dedication to community building.

From its inception, OneSeven has driven its mission to provide a flexible, advisor-first platform, enabling financial advisors to thrive independently while benefiting from institutional-level resources. Over the past decade, the firm has significantly expanded its footprint across over 20 states, surpassing a remarkable $10 billion in assets under management. This impressive milestone highlights the strength of the partnerships fostered with advisors who share the firm’s vision of growth and innovation.

Empowering Advisors
Chairman and Co-Founder Ron Gross articulates the company’s philosophy succinctly: “OneSeven was built on the belief that advisors deserve the freedom to grow their businesses while having access to institutional-level resources and support.” This empowering outlook has allowed OneSeven to cultivate a strong culture that emphasizes community, partnership, and success for all parties involved.

Rick Gross, the President and Co-Founder, echoes this sentiment, attributing the firm’s achievements over the decade to its dedicated team and the relationships they’ve nurtured with clients and families. “This journey has always been about building meaningful relationships and creating opportunities for long-term success,” he states, expressing gratitude to everyone who has contributed to their remarkable journey.

OneSeven’s advisor-centric model facilitates a collaborative environment where independent advisors can thrive with access to essential support and resources including compliance, marketing, technology, and business development guidance. This dual focus on freedom and support has attracted many growth-oriented advisory teams looking for both independence and collaboration.

As Todd Resnick, CEO and Co-Founder mentions, “Our philosophy has always been simple: when advisors succeed, everyone succeeds.” This ethos encapsulates OneSeven’s commitment to building a community where advisors can grow together and create lasting value for their businesses and families.

Commitment to the Future
Over the years, OneSeven has consistently strengthened its national network through strategic partnerships, organizational conferences, and investments in scalable solutions for growth. In addition, the firm has launched mentorship initiatives and established partnerships with universities such as Miami University, indicating a commitment to molding the future of wealth management.

In the rapidly evolving landscape of the financial sector, advisors increasingly seek more than just a platform; they desire an authentic growth partner. Adam Blumenthal, Chief Growth Officer, articulates this trend, emphasizing OneSeven’s goal to continuously assist advisors in scaling their businesses through innovative strategies, collaboration, and a robust sense of community in the next decade.

With a reputation for growth and a forward-thinking approach recognized nationally, OneSeven is well-prepared to enter its next chapter. The firm remains committed to its foundational principles of Growth, Partnership, and Innovation, while continuously striving to create transformative opportunities for advisors, their clients, and their families.

About OneSeven

OneSeven is an SEC-registered investment adviser focused on helping independent financial advisors expand their businesses through high-quality support spanning technology, compliance, marketing, and operational resources. The firm proudly partners with advisors nationwide while prioritizing independence, culture, and long-term partnership.