Since its inception, the firm has positioned itself as a counterpoint to traditional wealth management models, favoring a collaborative environment for independent practitioners. According to CEO Todd Resnick, the initial decade served as a proof-of-concept for the firm’s infrastructure, while the coming years will prioritize the enrichment of the advisor experience. The company aims to move beyond basic operational support by integrating advanced growth resources and scalable business tools specifically designed to meet evolving client expectations.
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OneSeven Eyes Next Decade of Independent Wealth Management Growth
Ten years after its 2016 launch, Beachwood-based OneSeven is pivoting from foundational development toward a strategy of aggressive scaling. Managing over $10 billion in assets, the firm is currently restructuring its support platform to help independent advisors navigate rapid technological shifts and complex succession planning requirements.
President and Co-Founder Rick Gross noted that the firm’s trajectory remains tied to the success of its partners, with a focus on long-term enterprise value rather than short-term gains. To facilitate this, OneSeven is leaning into its partnership with Merchant, gaining access to a broader ecosystem that includes more than 130 firms and 5,000 industry professionals. This network provides the capital and technical expertise necessary for advisors to remain competitive in a landscape increasingly defined by digital transformation and the need for continuity planning. The firm plans to detail these strategic shifts further at its upcoming OneSeven Life conference, where leaders will address the specific trends governing the next generation of wealth management.
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