OneSeven Celebrates Decade of Success and Plans for Future Growth

OneSeven's Remarkable Ten-Year Journey

On July 1, 2026, OneSeven celebrated an important milestone: its ten-year anniversary. Founded in 2016, the firm has transformed into a robust national community of independent advisors, all working towards the common goal of enhancing client relationships and developing long-lasting enterprise value. As OneSeven reflects on its decade of success, it is committed to building on this foundation for the coming years.

Reflecting on a Decade of Growth

Over the past ten years, OneSeven has made significant strides in expanding its network of advisors, enhancing strategic partnerships, and investing in necessary operational frameworks. These efforts have facilitated a supportive environment for advisors to thrive amidst the rapidly changing landscape of wealth management. The company has embraced innovation and adaptability as core tenets of its philosophy, striving at all times to prioritize the needs of advisors and clients alike.

Todd Resnick, CEO of OneSeven, emphasized the importance of the past decade, stating, "The first decade was about building the foundation. Now our focus is on enriching the advisor's journey—how we help advisors evolve with changing technology, rising client expectations, succession planning needs, and new growth opportunities. The future belongs to firms that are willing to adapt while staying rooted in strong relationships."

This sentiment encapsulates OneSeven's forward-thinking approach as it embarks on another decade of excellence and innovation.

Focusing on the Future

As OneSeven looks ahead, the firm has clearly defined its goals for the next ten years:

1. Building Scalable Businesses: OneSeven aims to assist advisors in creating scalable and sustainable practices, ensuring they are equipped to face evolving industry demands.

2. Leveraging Technology: The firm recognizes the significance of technology in enhancing advisor efficiency and the client experience, promising to integrate innovative solutions into their service offerings.

3. Marketing and Growth Resources: By expanding the marketing and growth resources available to advisors, OneSeven plans to broaden their support network, empowering advisors to reach an even larger audience.

4. Succession Planning: Understanding the necessity for continuity planning, OneSeven is dedicated to helping advisors navigate succession strategies for long-term security.

5. Culture of Collaboration: OneSeven continues to foster a corporate culture centered on collaboration and innovation, vital for maintaining advisor independence and facilitating success.

Rick Gross, President and Co-Founder, stated, "Our first decade proved what's possible when advisors are supported the right way. The next decade is about scaling that impact—helping advisors adapt to a changing industry, strengthen their businesses, and build something that lasts far beyond today."

The firm is committed to sharing its vision, culminating in its annual conference, OneSeven Life, where industry leaders, advisors, and partners will convene to explore upcoming trends and opportunities.

Conclusion: Commitment to Advisors and Clients

As OneSeven steps confidently into its second decade, it remains rooted in the principle of valuing advisors and their clients. In an industry characterized by rapid shifts, OneSeven maintains its focus on creating a sustainable future while adapting to the challenges of tomorrow. With over $10 billion in assets under management as of June 15, 2026, the firm stands as a trusted leader in wealth management and a proud partner of Merchant. Through these strategic collaborations, advisors gain access to vital resources, expertise, and capital that fuels growth and excellence.

With an eye on the future and a solid foundation in the past, OneSeven is poised to continue its impressive journey and help shape the next decade of wealth management.