Mgo One Seven provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Mgo One Seven reports 16,335 clients. They include 13,879 individual clients, 1,908 high-net-worth individuals, and 301 pension and profit-sharing plans. Of its assets, 99.5% ($7.68B across 26,562 accounts) are managed with discretion; $40.9M across 138 accounts are not. A wrap fee program the firm both sponsors and manages holds $28.4M. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 38% |
| High-net-worth individuals | 12% | 56% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 3% |
| Other client typesOther | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 13,879 | $2.96B | 38.3% | $213K |
| High-net-worth individuals | 1,908 | $4.32B | 56.0% | $2.26M |
| Pension and profit-sharing plans | 301 | $178M | 2.3% | $593K |
| Charitable organizations | 47 | $51.9M | 0.7% | $1.1M |
| Corporations and other businesses | 192 | $207M | 2.7% | $1.08M |
| Other | 8 | $1.87M | 0.0% | $234K |
| Total | 16,335 | $7.72B | 100% | $472K |
- Clients
- 13,879
- Regulatory AUM
- $2.96B
- AUM share
- 38.3%
- Avg. per client
- $213K
- Clients
- 1,908
- Regulatory AUM
- $4.32B
- AUM share
- 56.0%
- Avg. per client
- $2.26M
- Clients
- 301
- Regulatory AUM
- $178M
- AUM share
- 2.3%
- Avg. per client
- $593K
- Clients
- 47
- Regulatory AUM
- $51.9M
- AUM share
- 0.7%
- Avg. per client
- $1.1M
- Clients
- 192
- Regulatory AUM
- $207M
- AUM share
- 2.7%
- Avg. per client
- $1.08M
- Clients
- 8
- Regulatory AUM
- $1.87M
- AUM share
- 0.0%
- Avg. per client
- $234K
Total
- Clients
- 16,335
- Regulatory AUM
- $7.72B
- AUM share
- 100%
- Avg. per client
- $472K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Mgo One Seven charges 0.05%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- 1031 Exchange Consulting
- Phase One is a flat fee not to exceed $5,000 for the initial interview, research and proposed 1031 Exchange Plan.
- Financial Planning and Financial Consulting
- Hourly fees of $100 to $500, or a fixed fee; ongoing retainers typically range from $100 to $25,000 per billing period, billed in advance.
- Retirement Plan Advisory Services
- Charged at an annual rate of up to 1.00% of plan assets, billed in advance each period.
Mgo/Os Holdings, LLC owns 75% or more of Mgo One Seven and is in turn owned by We Are One Seven LLC (75% or more). Todd Resnick is CEO; the leadership team includes President Richard Gross, Chief Operating Officer Ted Triska and Chief Financial Officer Marc Borstein. It has 264 employees, 95 of them in advisory roles.
Leadership
Todd ResnickChief Executive Officer
Richard GrossPresident- Marc BorsteinChief Financial Officer
Betsey SaffarChief Financial Officer
Ted TriskaChief Operating Officer
John CareyChief Compliance Officer
Adam BlumenthalChief Growth Officer
Brian BunkerAdvisor Advocate
Ronald GrossManaging Member- Ronald GrossChairman
- Todd ResnickMember
Investment adviser representatives
119 representatives listed in the SEC register as of 9 October 2026.
- Jonathan Craig Adams
- Alexander Joseph Angst
- Benjamin Anolik
- David Lynn Archer II
- Kenneth Phillip Arnold
- Alvin D Arunkumar
- Clancy J Atkinson
- Christopher William Bacon
- Austin Phillip Barnard
- Thomas Elvin Bass Jr
- Keith Steven Beggs
- Andrea Margaret Bernard
- Marc David Bernstein
- Peter C Borello
- Arthur William Brand
- Johnathan Charles Breen
- Matthew Thomas Brigeman
- Melissa Susan Brown
- Christopher W. Bryant
- Thomas Michael Burger
- Joseph Patrick Callahan
- Robert Joseph Campbell
- Christopher David Carey
- Juan M. Castaneda
- Herbert Chen
- Michael Robert Cianciola
- John Patrick Conry
- Nathan William Cope
- Eugen Craciun
- Jeffrey Allen Creek
- Robert Matthew Depalma
- Jason Christopher Dilauro
- Racco Joseph DiLAURO
- Joseph M Dittoe JR
- Jonathan Domino
- Kim Dyson
- Kevin James Egan
- Ben Howard Feldmeyer
- Joshua J Flade
- Neil Charles Garrison
- Christopher James Gatsch
- Stuart A Gertman
- Thomas Giltner
- Richard Alan Gluck
- Joseph Cox Granzier
- Bruce Benjamin Greenwald
- Jeanne Kearns Hagar
- Amanda Renea Hall
- Bohdan Jakob Kanat Hall
- Robert Douglas Harberson
- Juan Gabriel Hernandez Ariano
- Mitchell Howard Hirsch
- John David Jaicks
- Anne B. Johnston
- Parker Jonathan Robert Kaesgen
- Stanley James Katz
- Benjamin Joseph Kimla
- Daniel Vincent Klusty
- Jennifer Laurel Krever-Shintani
- Christopher Robin Lakian
- Brittan Mawby Leiser
- Morgan Lemaitre
- Sean Patrick Macrory
- Lauren Katz Madera
- Matthew Michael Marasch
- Christopher R Mariner
- Brian M. Marino
- Timothy Ray Martin
- Augustus L Martz
- Michael Patrick Mawby
- Gail Taylor Mercer
- Christopher Joseph Meyer
- Alyssa Nicole Miller
- Derek W Miller
- Patrick G Moore
- Michael Bradford Moskal
- Nicole Marie-Dupra Newman
- Paul Joseph Orchosky
- Russell Pierce
- Justin John Pietrasz
- John Patrick Potter
- John Randolph Pullaro
- Joni Rametta
- Patricia Andrea Alcidas Redd
- Brenda Renee Rivers
- H Todd Roggen
- Ismael Romero
- Steven Reynold Ryan
- James P Selu
- Bernard Karl Semon
- Stephen Paul Shaffer
- Nicholas Silberschlag
- Thomas Raymond Skelton
- Jason Legrand Slade
- Jeffery Scott Spicer
- Joseph M. Stenard
- James William Sumser III
- John McCreary Susin
- Craig Matthew Sutherland
- Lukas Austin Thill
- William Dale Thomas
- Donald Robert Todd
- Brian Dennis Trimble
- Derek Glenn Trythall
- Timothy James Valentine
- Patrick John Volk
- Albert Bernard Vonderheide
- Louise Lorraine Wallace
- Jordan Jeffrey Walters
- Victoria Elizabeth Wiggins
- Matthew Thomas Williams
- Brad Alan Wingler
- George Steven Wolfe JR.
- Lila Shay Wolfe
- Kasey Lee Wopperer
- Matthew Girard Wracher
- Sean Matthew Wracher
- Lance Wright
Staff
- 264 employees
- 95 in advisory functions
- 81 state-registered reps
- 41 broker-dealer reps
- 53 insurance agents
- 18 soliciting firms
- Owns 75% or more of Mgo One Seven LLC
Mgo/Os Holdings, LLC
Control person · since May 2022
- Owns 75% or more of Mgo/Os Holdings, LLC
We Are One Seven LLC
Control person · since May 2022
- Owns 50% to 75% of We Are One Seven LLC
Mgo, Inc.
Control person · since May 2022
- Owns 75% or more of Mgo, Inc.
Ronald Gross
Control person · since May 2022
Mgo One Seven’s regulatory assets grew 8.7× from $886M (July 2021) to $7.72B (April 2026); clients rose from 1,057 to 16,335 and employees from 46 to 264. In 2024, Linwood Investment Advisors ($67.7M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $7.72B | 16,335 | 264 | 48 |
| May 2025 | $4.85B | 5,456 | 140 | 38 |
| July 2024 | $2.57B | 4,570 | 100 | 38 |
| August 2023 | $2.43B | 2,903 | 86 | 31 |
| July 2022 | $2.37B | 2,488 | 43 | 29 |
| July 2021 | $886M | 1,057 | 46 | 22 |
Firms that joined
20241 joined
- Linwood Investment AdvisorsLast filed AUM $67.7M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Mgo One Seven has 47 offices (37 private residences, listed without an address), with 50 listed addresses across 15 states.
Ohio · 14 listed addresses
- 24400 Chagrin BLVD., Suite 310, BeachwoodHQ
- 36 South Franklin Street, Chagrin Falls
- 3680 Embassy Pkwy Ste A, Akron
- 9428 Kenwood RD Blue, Ash
- 5100 Parkcenter Ave, Dublin
- 5858 Huckleberry St. NW, Canton
- 6500 Centerville Business Parkway, Dayton
- 4811 Whipple Ave NW, Canton
- 9428 Kenwood Road, Cincinnati
- 7261 West Central Ave, Toledo
- 980 W. Poe Road, Bowling Green
- 4082 Glenrich Circle, Stow
- 132 Solstice RD, Delaware
- 3922 Clock Pointe Trail, Stow
Florida · 8 listed addresses
- 6230 University Parkway #305, Sarasota
- 175 1st Street S, Unit 406, St. Petersburg
- 3831 Tyrone BLVD. N, St. Petersburg
- 1230 Gulf BLVD, Clearwater
- 797 Crandon, Key Biscayne
- 5521 N. University Drive, Coral Springs
- 5689 Highbourne DR., Naples
- 3750 Gunn Hwy, Tampa
Utah · 6 listed addresses
- 4554 N Forestdale Drive, Park City
- 1375 Deer Valley Drive, Park City
- 7326 N Silver Creek RD, Park City
- 2760 Rasmussen RD, Park City
- 136 Heber Ave, Park City
- 1389 Center DR, Park City
Texas · 4 listed addresses
- 11218 Chestnut LN, Cypress
- 1024 Austin DR, Godley
- 7503 Bosque BLVD, Woodway
- 210 N. Stanton St., El Paso
Pennsylvania · 3 listed addresses
- 4154 Howell RD, Malvern
- 7 W. State St., Sharon
- 1216 Eleventh Ave 232, Altoona
California · 2 listed addresses
- 2625 Townsgate RD., West Village Lake
- 3605 Coffee RD, Bakersfield
Maryland · 2 listed addresses
- 5100 Buckeystown Pike, Frederick
- 129 W Patrick St #15, Frederick
Nevada · 2 listed addresses
- 7752 Royal Melbourne Drive, Las Vegas
- 2620 Regatta Drive, Las Vegas
New York · 2 listed addresses
- 44 Parker Drive, Liverpool
- 69 Greenacres Avenue, Scarsdale
Virginia · 2 listed addresses
- 969 2nd Street Se, Charlottesville
- 42469 Tourmaline Lane, Brambleton
Georgia · 1 listed address
- 1790 Atkinson RD NW, Lawrenceville
Illinois · 1 listed address
- 1415 W 22nd Street Tower Floor, Oak Brook
North Carolina · 1 listed address
- 3540 Toringdon Way, Charlotte
South Carolina · 1 listed address
- 3003 Dunes West BLVD, MT Pleasant
West Virginia · 1 listed address
- 1160 Johnson Avenue, Bridgeport
Other business names
Mgo One Seven has reported 49 other business names to the SEC.
- Alta Vera Global Capital Advisors
- Beacon Way Wealth Management
- Callahan Financial
- Carey Dittoe Wealth Management
- Chen Wealth Services LLC
- Clientfirst Financial Strategies
- Community Financial Advisors Inc.
- Created Wealth
- DWT Wealth
- Everglades Parkland Advisors
- Feldmeyer Financial Group
- Fulshear Wealth
Show all 49 names
- Giltner & Associates
- HTR Wealth Management
- Hemlock Wealth Management
- Hope Financial Group
- Hyperion Wealth Group
- Ironclad Wealth Management
- JP Investments Group
- JTM Williams Capital Management
- Lake House Private Wealth Management
- Legacy Advisors
- Legacy Wealth Group
- Life Transitions Planning
- MB Wealth Management Group
- Magnetic North Financial
- Managed Wealth Solutions
- Martz Financial
- Mgo, Inc.
- Oneseven / We Are One Seven
- Onpoint Wealth Partners
- Paceline Advisors LLC
- Palm Coast Wealth Management
- Park City Wealth Advisors
- R J Campbell Investments, LLC
- Resolute Wealth Management
- Rise Capital
- Romero Wealth Management
- Rosehaven Family Office
- S3 Retirement
- Shintani Wealth Management Services
- Stone Creek Advisors
- Stratos Investments of Oneseven
- Structure Wealth Management
- The Hamilton Group
- Valentine Wealth Advisors
- Wealth Planning and Design
- Wealthcreate
- Wolfe Wealth Management
Contact and registration details
- Legal name
- Mgo One Seven LLC
- Headquarters
- 24400 Chagrin BLVD., Suite 310, Beachwood, OH 44122
- Website
- weareoneseven.com
- Phone
- 216-865-1700
- SEC file
- 801-107829
- Structure
- Delaware LLC
- Fiscal year end
- December
Mgo One Seven uses Raymond James ($3.56B, 47%), Charles Schwab ($2.95B, 39%) and Fidelity ($857M, 11%), among others, as custodians for its separately managed accounts. Mgo One Seven has custody of $2.84B in client assets for 6,969 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.95B39%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $3.56B47%
- Axos ClearingAxos Clearing LLC · Omaha, NE · $188M2%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $857M11%
At year end, Mgo One Seven’s separately managed accounts were largely in funds (47%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $6.06B across 1,550 positions; the largest are Nvidia Corporation (3.2%), Apple Inc. (2.9%) and Vanguard Index Fds (2.7%).
What the accounts hold
- Stocks38%
- Funds47%
- Bonds8%
- State and local bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash5%
- Other1%
- Alternatives1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $6.06B
- Reported 13F value
- 1,550
- Positions
- 17.4%
- In the 10 largest
- +21.7%
- Value vs. prior quarter
- Nvidia Corporation3.2%
- Apple Inc.2.9%
- Vanguard Index Fds · S&P 500 ETF Shs2.7%
- Microsoft Corp.1.5%
- Broadcom Inc.1.5%
- Amazon Com Inc.1.2%
- Alphabet Inc. · Cap Stk CL A1.2%
- JPMORGAN Chase & CO1.1%
- Blackrock ETF Trust · iShares US Equit1.0%
- iShares TR · S&P 500 Grwt ETF1.0%
Together, the ten largest are 17.4% of reported value.
How many clients does Mgo One Seven have?
Mgo One Seven has 16,335 clients and manages $7.72 billion for them, as of April 2026. They include 13,879 individual clients, 1,908 high-net-worth individuals, and 301 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026
What services does Mgo One Seven offer?
Mgo One Seven provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mgo One Seven charge?
Mgo One Seven charges 0.05%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Mgo One Seven use?
Mgo One Seven’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $3.56B, Charles Schwab & Co., Inc. (Westlake, TX), with $2.95B, Fidelity Distributors Company LLC (Smithfield, RI), with $857M and Axos Clearing LLC (Omaha, NE), with $188M. The filing also lists Folio Investments, Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026
How many financial advisors does Mgo One Seven have?
Mgo One Seven has 81 investment adviser representatives registered with state securities authorities, out of 264 employees, and 95 perform investment advisory functions. 41 employees are registered representatives of a broker-dealer and 53 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mgo One Seven invest in?
At the end of its last fiscal year, Mgo One Seven’s separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 5% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% other. The 1% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mgo One Seven?
Mgo One Seven is owned through a chain of holding companies by Ronald Gross. Its direct owner is Mgo/Os Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026
How does Mgo One Seven get paid?
Mgo One Seven is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mgo One Seven registered with the SEC?
Yes, Mgo One Seven has been registered with the SEC as an investment adviser since 16 May 2016. Its CRD number is 283087 and its SEC file number is 801-107829.
Source: Form ADV Part 1A, Item 1, filed 22 April 2026; IAPD firm record
How do I contact Mgo One Seven?
Mgo One Seven’s main office is at 24400 Chagrin BLVD., Suite 310, Beachwood, OH 44122. Its phone number is 216-865-1700. Its website is weareoneseven.com.