OneSeven is a U.S.-based wealth management platform and registered investment adviser that supports independent financial advisors with resources, tools, and a collaborative framework to grow their practices. Based in Beachwood, Ohio, the firm serves clients across the country through a network of independently operated teams.

For clients, OneSeven offers personalized financial planning designed around individual needs, family, interests, long-term goals, and future aspirations. Its approach connects financial decisions with the priorities that matter most, while emphasizing education and client involvement through workshops, learning sessions, and events. The firm describes its philosophy through one client, one advisor, and one relationship, with attention to balance across different areas of life.

OneSeven handpicks advisors for their distinct expertise and encourages collaboration across its network. This structure is intended to help advisors spend less time on administrative tasks and more time supporting clients. The company also provides access to planning processes and specialized knowledge. OneSeven is affiliated with securities firms through certain registered representatives; investment products are not FDIC-insured and may lose value.