OneSeven Celebrates Exceptional Growth in Wealth Management
As 2025 draws to a close, OneSeven, a prominent wealth management firm, is reflecting on a year filled with remarkable growth and significant accomplishments. The organization has now surpassed $8.6 billion in assets under management, a milestone achieved thanks to its unwavering belief in the core value of "Always Be Growing." This principle has driven the firm to a prosperous year filled with achievements.
Empowering Advisors and Staff
Throughout the past year, OneSeven successfully welcomed over 70 new advisors and team members from various partner firms, adding more than $3.5 billion in fresh assets. This surge not only enhanced OneSeven's overall financial standing but also positioned it as a leader in the wealth management sector. The firm’s continuous expansion reflects its ability to nurture relationships and support growth among its advisors and staff.
A People-First Culture
What sets OneSeven apart is its commitment to fostering a people-first culture, shaping its organizational direction and culture. By implementing the Entrepreneurial Operating System (EOS), the firm remains focused and aligned, ensuring that each advisor is equipped with a robust platform designed for immediate and future success.
Investment in Development
2025 also marked a year of personal investments in people. Through its unique 90-Day Mastermind Coaching Program, OneSeven provided vital resources and support to empower advisors in both personal and professional realms. Internally, the GROW @ OneSeven initiative emphasized enhancing employees' skills and fostering leadership qualities, creating an environment where individual growth thrives.
Commitment to Lasting Success
President Rick Gross shared, "Our growth this year is the result of living our values with intention—especially our commitment to always be growing. Investing in our advisors and employees as individuals leads to effective business results. Surpassing $8.6 billion in assets under management is impressive, yet our primary focus remains on cultivating a platform that guarantees enduring success for all stakeholders involved."
Looking Toward the Future
As OneSeven anticipates the journey ahead in 2026, its dedication to a growth-centered culture stays at the forefront. The firm aims to empower advisors further, elevate employee experiences, and enrich the lives of clients nationally while navigating ongoing changes in the wealth management landscape.
About OneSeven
OneSeven is a forward-thinking wealth management firm that focuses on creating impactful partnerships with financial advisors and teams across the nation. With more than $8.6 billion in assets under management, the firm provides essential resources, tools, and support necessary for advisors to deliver outstanding client experiences and guide them toward financial prosperity. As part of a dynamic network in collaboration with Merchant, OneSeven connects with over 100 leading firms, engaging more than 4,000 advisors and staff. This extensive ecosystem fosters accelerated growth and operational excellence for all involved.
Frequently Asked Questions
What is OneSeven's core value?
OneSeven's core value is "Always Be Growing," which guides its business strategies and culture.
How much have they grown this year?
OneSeven has surpassed $8.6 billion in assets under management, experiencing significant growth throughout the year.
What programs does OneSeven offer for advisors?
OneSeven offers the 90-Day Mastermind Coaching Program aimed at enhancing advisors' personal and professional development.
What system does OneSeven implement for operations?
OneSeven operates on the Entrepreneurial Operating System (EOS), which helps maintain focus and alignment within the organization.
Who is OneSeven's president, and what does he say about growth?
Rick Gross is the President of OneSeven, emphasizing that the company's growth results from intentional investments in its people.
