Award-Winning Financial Advisory Firm
OneSeven Awards and Recognition
Recognized Excellence in Financial Advisory Services
At OneSeven, we are committed to redefining the financial advisory experience through a client-first approach, strategic growth for advisors, and results-driven financial planning. As a leading financial advisory firm, we focus on delivering personalized wealth management, retirement planning, and investment strategies designed to help clients achieve long-term financial success.
Our commitment to excellence and innovation has earned national recognition from respected publications, including USA Today, which named us one of the Best Financial Advisory Firms for 2023, 2024, 2025, and 2026. We were also recognized by Newsweek as one of America’s Top Financial Advisory Firms in 2026.
These honors reflect our dedication to delivering high-quality financial advice, building strong client relationships, and staying at the forefront of the financial services industry. At OneSeven, we continue to set the standard for modern financial advisors by combining experience, innovation, and a personalized approach to wealth management.
USA Today Names OneSeven a Best Financial Advisory Firm – 2026
In 2026, OneSeven was once again recognized on USA TODAY’s Best Financial Advisory Firms list, ranking #15 across all firms nationwide, #6 in our category, and #1 in Ohio. This continued recognition reflects another year of strong momentum for the firm, including ongoing national expansion, the addition of new advisor teams, and continued growth in assets under management. The award underscores our commitment to delivering transparent, client-first advice and highlights the strength of our platform as measured by industry data, peer feedback, and client satisfaction.
Newsweek Recognizes OneSeven as a Top Financial Advisory Firm – 2026
In 2026, OneSeven was recognized by Newsweek as one of America’s Top Financial Advisory Firms. This prestigious honor highlights our unwavering commitment to delivering exceptional financial guidance, innovative solutions, and client-focused service. Being named among the nation’s top advisory firms reflects the dedication of our team and our ongoing efforts to set the standard for excellence in the financial services industry.
USA Today Names OneSeven a Best Financial Advisory Firm – 2025
In 2025, OneSeven was honored on USA TODAY’s Best Financial Advisory Firms list, ranking #13 nationally and #1 in Ohio among the top registered investment advisory firms in the United States. This recognition follows a year of record‑breaking growth — including expanded national presence, the addition of more than 11 new advisor teams, and surpassing $5.3 billion in assets under management — and reflects our dedication to trust, transparency, and exceptional service as measured through industry data, peer recommendations, and client satisfaction.
USA Today Recognizes OneSeven Among Best Financial Advisory Firms – 2024
In 2024, OneSeven was proudly recognized on USA TODAY’s Best Financial Advisory Firms list, ranking 22nd nationwide among the top 500 registered investment advisory firms and securing a top‑two position among Ohio‑based advisory firms. This distinction reflects a period of rapid expansion — including the addition of 15 new advisor teams and a significant increase in assets under management from $2.2 billion to $4.3 billion — as OneSeven broadened its presence across 16 states while continuing to deliver high‑quality, client‑focused financial guidance and support.
USA Today Recognizes OneSeven Among Best Financial Advisory Firms – 2023
In 2023, OneSeven earned a place on USA TODAY’s Best Financial Advisory Firms list, ranking among the top 500 registered investment advisory firms nationwide as determined by independent data analysis and industry‑wide surveys of advisors and clients. This recognition underscores OneSeven’s strong reputation within the financial advisory community and reflects the firm’s commitment to delivering trusted, high‑quality guidance that is valued by both peers and clients alike.
