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Friday, September 25, 2026The Morning Brief →Sign in
firm

OnePoint BFG Wealth Partners

PARSIPPANY, NJ
CRD: 318366
In PWD coverage since September 7, 2026 · 8 stories
$15.1BRegulatory AUMSEC Form ADV · Sep 18
205EmployeesForm ADV
1Deals on our tracker
-11Talent net · 12 months3 in · 14 out
Regulatory AUM · Sep 11 – Sep 18
Talent flow · 12 monthsOn the wire →
Net -11 · 3 arrivals · 14 departures
Rebecca Bast
Sep 9 · team liftout
Arrivals
Rebecca Bast
Sep 10 · from Bast Financial Group
Kevin Spahn
Sep 6 · from Northwestern Mutual
Andy Schwartz
Sep 6 · from Northwestern Mutual
Departures
Advisor
Sep 18 · destination pending
Advisor
Sep 18 · destination pending
Advisor
Sep 18 · destination pending
Advisor
Sep 18 · destination pending
Advisor
Sep 18 · destination pending
Advisor
Sep 18 · 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
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