firm

OnePoint BFG Wealth Partners

PARSIPPANY, NJ

CRD: 318366

In PWD coverage since September 7, 2026 · 8 stories

$15.1BRegulatory AUMSEC Form ADV · Sep 25

205EmployeesForm ADV

1Deals on our tracker

-17Talent net · 12 months3 in · 20 out

Regulatory AUM · Sep 11 – Sep 25

Talent flow · 12 monthsOn the wire →

Net -17 · 3 arrivals · 20 departures

Rebecca Bast

Sep 9 · team liftout

Arrivals

Rebecca Bast

Sep 10 · from Bast Financial Group

Andy Schwartz

Sep 6 · from Northwestern Mutual

Kevin Spahn

Sep 6 · from Northwestern Mutual

Departures

Advisor

Sep 26 · destination pending

Advisor

Sep 26 · destination pending

Advisor

Sep 26 · destination pending

Advisor

Sep 26 · destination pending

Advisor

Sep 26 · destination pending

Advisor

Sep 26 · destination pending

Deal recordFull tracker →

Sep 9, 26Deal announcedBast Financial Group · $400M — coverage

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.

Data · Sep 12174 liftouts, 16 breakaways: wealth's unit of trade is now the team

Moves · Sep 11Northwestern Mutual loses $5 billion to OnePoint BFG

M&A · Sep 10OnePoint's $400M Tampa buy is a recruiting pitch dressed as expansion

Moves · Sep 10OnePoint and Modern are buying channels, not Florida

the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline

the_wrap · Sep 7Insurance-owned broker-dealers are the liftout wave's next donors

OnePoint BFG Wealth Partners

LPL's weekly recruiting cadence is now the product

The Morning Brief