One Seven

What One Seven does

OneSeven is an SEC-registered investment adviser headquartered in Beachwood, Ohio, that operates as a platform enabling independent financial advisors to deliver wealth management services under a unified compliance and operational infrastructure. The firm serves high-net-worth individuals and families, business owners and executives, and pre-retirees/retirees through a distributed network of more than 100 affiliated advisory firms and over 4,000 advisors and staff across 22 U.S. states. The core platform provides centralized compliance, technology integrations with major custodians (Charles Schwab, Fidelity, Raymond James, and Black Diamond for portfolio reporting), and a structured seven-step financial planning methodology covering wealth, retirement, legacy, and philanthropy planning.

The business model is fee-based recurring revenue derived from investment advisory services, likely structured as a share of assets under management across affiliated advisor practices. OneSeven earns revenue as the platform entity rather than as the direct advisory counterparty to each end client; affiliate advisor firms maintain their own client relationships while leveraging OneSeven's infrastructure. Revenue is not publicly disclosed. The platform is institutionally backed by Merchant Investment Management, a Cleveland-area RIA platform whose broader ecosystem contributes to the 100+ firm footprint.

Strategically, OneSeven is in a hyper-growth phase: assets under management expanded from approximately $3.5 billion to $8.8 billion over twelve months ending January 2026, with stated targets of $13–14 billion by end of 2026 and $20 billion by end of 2027. The firm has materially scaled its leadership bench in early 2026 with the addition of a CFO, CCO, and a newly created Advisor Advocate role, indicating preparation for continued operational scaling and potentially for a future transaction or institutional capital event.

Name

One Seven

Legal name

OneSeven

Website

https://weareoneseven.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

OneSeven is an SEC-registered investment adviser and wealth management platform headquartered in Beachwood, Ohio, that provides independent financial advisors with compliance, technology, and operational infrastructure across 22 U.S. states, serving high-net-worth individuals, business owners, and retirees through a network of 100+ affiliated firms and 4,000+ advisors managing $8.8 billion in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

Keywords

• Wealth management platform
• Independent advisor support
• Financial planning services
• Registered investment advisor
• Retirement and legacy planning

Headquarters

HQ city

Beachwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: OneSeven generates revenue as an SEC-registered investment adviser through fees charged to clients for wealth management, financial planning, and investment advisory services. As a platform for independent advisors, the firm likely earns revenue through a percentage of assets under management (AUM) or fee-based arrangements with affiliated advisors and partner firms.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

OneSeven is a national SEC-registered investment advisor platform that connects independent financial advisors with institutional-quality compliance, technology, and operational infrastructure. The firm delivers personalized wealth management, retirement, legacy, and philanthropic planning services through a network of 100+ affiliated firms and 4,000+ advisors serving clients across 22 U.S. states, with $8.8 billion in assets under management as of January 2026.

Product overview

OneSeven is a wealth management platform for independent financial advisors, operating as an SEC-registered investment advisor headquartered in Beachwood, Ohio. The platform functions as a network-centric model combining a core wealth management platform with multiple affiliate advisory group modules. The core platform provides advisors with compliance infrastructure, practice management resources, and a network of over 150 partner firms and 4,000+ advisors. The affiliate groups network includes dozens of independently-standing advisory firms (such as Callahan Financial, Chen Wealth Services, Feldmeyer Financial Group, OnPoint Wealth Partners, MGO Investment Group) that operate under the OneSeven umbrella while maintaining their own identities. Additional modules include a structured 7-step financial planning process and specialized services covering wealth planning, retirement planning, legacy planning, and philanthropy. The platform has grown from approximately $3.5 billion to over $8.8 billion in assets under management as of January 2026, operates across 22 states, and serves clients through educational partnership programs with universities like Miami University.

Differentiator

Problem solved

Functional benefit

Brands

• MGO Powered by OneSeven: Investment management platform powered by OneSeven
• Callahan Financial

Products and services

• OneSeven Wealth Management Platform

Quantifiable outcome

• AUM grew from approximately $3.5 billion to over $8.6 billion over the past year, reaching $8.8 billion as of January 2026
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability1 record

Partnerships

One partnership is on record.

• Miami UniversityminorStrategic or Co-development Partner · 7 May 2026Partnership with Miami University's Wealth Management program prepares students for careers through mentorship, job shadowing, and internship programs. OneSeven executives visit campus for career development events and student stock pitch competitions, connecting students with the firm's ecosystem of 150+ advisors and partner firms.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• HighTower Advisors: An RIA platform serving breakaway advisors and independent wealth management firms with institutional-quality support. Closely comparable to OneSeven's model of attracting advisors who want independence paired with enterprise infrastructure.
• LPL Financial: The largest independent RIA and broker-dealer platform in the U.S., providing independent financial advisors with compliance, custody, technology, and practice-management support — directly comparable to OneSeven's advisor-first platform model, though at vastly greater scale.
• Carson Group: A national wealth management firm that supports independent advisors through coaching, technology, and back-office services. Directly comparable to OneSeven's combination of HNW advisory services and a growing advisor-affiliation network.
• Commonwealth Financial Network: A privately held independent broker-dealer and RIA supporting a national network of financial advisors. Comparable to OneSeven in its advisor-first model, integrated technology, and focus on personalized wealth management for HNW clients.
• Kestra Financial: An independent wealth management platform supporting a network of independent financial advisors with compliance, technology, and practice consulting. Comparable to OneSeven's advisor-aggregation model and growth-oriented strategy.
• Cetera Financial Group: A major network of independent financial advisors offering custody, compliance, technology, and practice consulting. Directly comparable to OneSeven's value proposition of supporting independent advisors with enterprise-grade back-office infrastructure.
• Cambridge Investment Research: One of the largest independent broker-dealer and RIA platforms in the U.S., serving thousands of independent financial advisors with compliance, technology, and practice resources — closely aligned with OneSeven's advisor-aggregation platform model.
• Mariner Wealth Advisors: A national wealth advisory firm that combines direct advisory services with an advisor-affiliation model serving HNW clients. Comparable to OneSeven in its multi-state footprint, HNW focus, and acquisition-driven growth strategy.
• Focus Financial Partners: A leading partnership of independent, fiduciary wealth management firms, providing centralized services to affiliated advisors. Closely comparable to OneSeven's model of aggregating independent advisor firms under a shared platform with institutional infrastructure.

Emerging players

• Sanctuary Wealth: An emerging RIA platform built specifically for breakaway advisors from wirehouses, offering institutional support while preserving advisor independence. Comparable to OneSeven's positioning as an alternative for advisors seeking independence with platform backing, though at an earlier stage of scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OneSevenAdvisors
• LinkedInlinkedin.com/company/we-are-one-seven
• Instagraminstagram.com/onesevenadvisor

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Seven