A Decade of Growth, Trust and Impact

In 2016, seven people came together with a shared vision: to build a different kind of wealth management firm—one where advisors could put clients first, collaborate with exceptional colleagues and have the freedom to do what’s right.

Ten years later, OneSeven has grown from $300 million in assets under management into a nationwide community of more than 100 advisors serving thousands of families.

In this anniversary video, our leaders and advisors reflect on the defining moments, trusted relationships and core values that shaped our first decade. More than milestones, this journey is about the people who believed in our vision and helped make it a reality.

To our clients, advisors, team members and partners: thank you for being part of the OneSeven story. The first 10 years have been remarkable—and we’re even more excited about what we’ll accomplish together in the next 10.