OneSeven

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Total assets under management

$4,848,322,209

Total clients

5,277

23% high-net worth

Total advisors

of 140 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$918,765

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

OneSeven

24400 Chagrin Blvd., Suite 310

Beachwood OH 44122, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 216-865-1700

Advisors at this firm

Brian M

Series 63

Cleveland, OH

OneSeven

Craig S

Series 63, Series 66

Dayton, OH

OneSeven

Tami A

CFP®, Series 63, Series 65

Virginia Beach, VA

OneSeven

Jason D

Series 63, Series 65

Akron, OH

OneSeven

Alyssa M

Series 66

Dayton, OH

OneSeven

Paul O

CFP®, ChFC®, Series 63, Series 65

Beachwood, OH

OneSeven

Emme P

Series 63, Series 66

Park City, UT

OneSeven

Stanley K

Series 63, Series 65

Daniel Island, SC

OneSeven

Kim D

Series 66

Las Vegas, NV

OneSeven

Patricia R

Series 65

Houston, TX

OneSeven

Bohdan H

Series 65

Delaware, OH

OneSeven

Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Timothy V

CFP®, Series 66

Canton, OH

OneSeven

Eugen C

Series 63

Cleveland, OH

OneSeven

Nathan C

Series 66

Akron, OH

OneSeven

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