OneSeven Celebrates Exceeding $8 Billion in Assets Under Management Following $2.11 Billion Surge in Q3

OneSeven Achieves $8 Billion AUM with Massive Q3 Growth

OneSeven, a wealth management firm dedicated to values-driven services, has recently hit a remarkable milestone, surpassing $8 billion in assets under management (AUM). This achievement comes after an impressive influx of $2.11 billion in the third quarter of 2025, showcasing the firm's robust growth trajectory and its commitment to supporting financial advisors nationwide.

The firm's growth story particularly shines in Q3 2025, where OneSeven welcomed 25 new advisors into its fold, including notable professionals like Johnathan Breen and Jeanne Hagar. Furthermore, the addition of seven new advisory teams—among them The Hamilton Group, OnPoint Wealth Partners, and Giltner Associates—has expanded OneSeven's national presence and enhanced its ability to cater to a diverse clientele.

OneSeven's CEO, Todd Resnick, expressed pride in the firm's progress, stating, "Our Q3 growth is a testament to the strength of our platform and the incredible advisors and teams who are choosing to partner with OneSeven." This sentiment resonates with many at OneSeven, emphasizing its role as a nurturing community for financial advisors looking to expand their businesses and improve client services.

The firm has positioned itself as a supportive partner, offering resources and flexibility that enable advisors to thrive. New advisor Johnathan Breen noted, "OneSeven provides the tools, community, and flexibility I need to grow strategically—while ensuring my clients receive the high-level planning and support needed to reach their financial goals."

OneSeven's focus remains steadfast on creating a conducive environment for advisors to grow their practices, deepen client relationships, and deliver substantial results. The firm is also dedicated to further enhancing its offerings, ensuring that its advisors have everything they need for sustainable growth. This commitment to continuous improvement reflects OneSeven's dedication to empowering the financial wellness of both advisors and their clients.

Beyond the impressive AUM figures, OneSeven's collaboration with Merchant serves as another cornerstone of its strategy. This partnership connects the firm to a vibrant ecosystem comprising over 100 top firms and 4,000 advisors and staff. It opens the door to vital resources and capital, driving operational excellence and growth across the board.

As OneSeven embarks on its journey of national expansion, the firm remains focused on fostering a culture of growth and inclusivity, enabling advisors to achieve not just professional success, but also personal development. Their commitment to values-driven wealth management continues to set them apart in a competitive financial landscape, and their recent achievements mark just the beginning of what promises to be a transformative era for both the firm and its advisors.

For anyone seeking to explore how OneSeven can elevate their advisory practices, visit www.onesevenadvisor.com. Learn more about their innovative approach and how they empower advisors to cultivate wealth and enrich client experiences/