DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Onyx Bridge Wealth Group LLC

Independent wealth managerTarrytown, New YorkCRD 306097SEC 801-118022websiteIAPD
Latest filing May 26, 2026
First filing on the tape Jan 2, 2020 · 42 filings
SEC status approved since Feb 6, 2020
RAUM
$1.4B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
96%
$1.3B individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$62.3M
derived; firm RAUM over IAPD count
Employees
32
19 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
0
reported on Schedule D
History
42 filings and snapshots on the tape
RAUM$1.4B as of May 26, 2026
Mar 24, 2021$297M then
HNW client RAUM$868M as of May 26, 2026
Mar 24, 2021$113M then
State-registered IARs (5.B.3)19 as of May 26, 2026
Mar 24, 202115 then
Employees (5.A)32 as of May 26, 2026
Mar 24, 202124 then
Private funds: no history
RAUM +37% over the last fiscal year+43% a year over threeIARs 17 to 19offices 8 to 10
Practice profile
derived from the filing of May 26, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$62.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
82derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.5MderivedHNW RAUM over HNW clients
Average account
$307,948derivedRAUM over accounts (5.F.2.f)
Discretionary
99%derivedof RAUM
Institutional
2.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
2.0derived11 offices incl. principal (1.F.5)
RAUM growth, one year
+37%derivedbetween the last two annual amendments
Advisor growth, one year
+12%derivedItem 5.B.3 between annual amendments
Client growth, one year
+11%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Wrap fee program
$1.4BreportedItem 5.I
Custody
$1.0B, 3,334 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$868M63%
  • Individuals$454M33%
  • Pension and profit-sharing plans$28.0M2.0%
  • Corporations and businesses$9.9M0.7%
  • Insurance companies$8.6M0.6%
  • Charitable organizations$1.5M0.1%
Individual clients
1,453reported
HNW clients
341reported
Pension plan clients
32reported
Charitable clients
2reported
Accounts
4,450reported
Financial planning clients
101-250reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
$1.0B for 3,334 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
22 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Paul Randall MaynorTarrytown, Ny Mar 16, 202130 y6
Alan Neal TocmanTarrytown, NyJul 22, 202122 y1
Joseph Anthony MadioTarrytown, NyJul 22, 202120 y1
Jared Michael CohenTarrytown, NyJul 22, 202124 y1
Jason Raymond SaveyTarrytown, NyJul 22, 202127 y2
Daniel James O'SheaTarrytown, NyJul 22, 202128 y2
Richard Louis LeimgruberTarrytown, NySep 16, 202129 y1
David Adam RinglerTarrytown, NyOct 1, 202129 y3
Cynthia-Elaine Leal SchlangerTarrytown, Ny Feb 16, 202215 y2
Nicholas Stephen SutroTarrytown, Ny Sep 2, 202220 y3
Jeremy F SchlangerSpring, Tx Sep 28, 202210 y2
Marshall Holt GilmanChartered Financial ConsultantTarrytown, Ny Oct 13, 202233 y2
Jay H FreebergCertified Financial PlannerAvon, Co Mar 15, 202338 y2
Brandon H PlaceTarrytown, NyOct 19, 202313 y2
Evan Owen Michael EvansChartered Financial ConsultantTarrytown, Ny Nov 12, 202426 y1
Raymond Christopher WilsonConshohocken, Pa Dec 4, 202414 y1
Stephanie Ann PocheTarrytown, Ny Jan 1, 202521 y2
Nancy Marie TolliTarrytown, NyJan 15, 202529 y4
Daniel James ReevesTarrytown, Ny Sep 17, 202511 y1
Kevin C MoodyRockville, Md Sep 18, 202512 y2
Tarun MehtaTarrytown, Ny Sep 22, 202515 y1
Matthew Eugene MccarterTarrytown, Ny Jan 11, 202631 y1
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.5% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Michael Jared Cohen · Managing Membercontrol
      since 02/2020 · owns 75% or more
    • Ann Stephanie Poche · Chief Operations Officercontrol
      since 11/2025 · owns less than 5%
    • Leal Cynthia-Elaine Schlanger · Chief Compliance Officercontrol
      since 02/2022 · owns less than 5%
    Entity owners
    • Onyx Bridge Holdings LLC · Parent Company
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Tarrytown, Ny · principal2240
    Rockville, Md220
    Spring, Tx2001
    Fishers, In001
    Offices
    Schedule D 1.F, the 25 largest
    • Bardonia, NY2 employees
    • Spring, TX2 employees
    • Boca Raton, FL1 employees
    • Kennett Square, PA1 employees
    • Pittsburgh, PA1 employees
    • , 1 employees
    ADV anomalies
    2 against comparable advisers; where to look, not conclusions
    • control person changedChange between filings · filing May 26, 2026
      POCHE, STEPHANIE, ANN (CHIEF OPERATIONS OFFICER) appeared on Schedule A between the filings of 2022-03-28 and 2026-05-26
      peers: independent wealth managers, $1B to $5B (1,360)
    • control person changedChange between filings · filing May 26, 2026
      Cohen, Jared, Michael (MANAGING MEMBER) left Schedule A between the filings of 2022-03-28 and 2026-05-26
      peers: independent wealth managers, $1B to $5B (1,360)
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Other offices · 9 to 10
      Mar 30, 2026 to May 26, 2026
    • Accounts · 3,852 to 4,450
      Dec 3, 2025 to Mar 30, 2026
    • Advisory employees · 17 to 19
      Dec 3, 2025 to Mar 30, 2026
    • BD registered reps · 5 to 7
      Dec 3, 2025 to Mar 30, 2026
    • Corporate clients · 11 to 17
      Dec 3, 2025 to Mar 30, 2026
    • HNW clients · 258 to 341
      Dec 3, 2025 to Mar 30, 2026
    • Individual clients · 1,357 to 1,453
      Dec 3, 2025 to Mar 30, 2026
    • Pension plan clients · 25 to 32
      Dec 3, 2025 to Mar 30, 2026
    • Assets in custody · $413M to $1.0B
      Dec 3, 2025 to Mar 30, 2026
    • Employees · 28 to 32
      Dec 3, 2025 to Mar 30, 2026
    • Insurance-licensed employees · 1 to 0
      Dec 3, 2025 to Mar 30, 2026
    • State-registered IARs · 17 to 19
      Dec 3, 2025 to Mar 30, 2026
    • Discretionary RAUM · $994M to $1.4B
      Dec 3, 2025 to Mar 30, 2026
    • HNW RAUM · $587M to $868M
      Dec 3, 2025 to Mar 30, 2026
    • Individual RAUM · $379M to $454M
      Dec 3, 2025 to Mar 30, 2026
    • Non-discretionary RAUM · $6.8M to $6.9M
      Dec 3, 2025 to Mar 30, 2026
    • Pension RAUM · $18.4M to $28.0M
      Dec 3, 2025 to Mar 30, 2026
    • RAUM · $1.0B to $1.4B
      Dec 3, 2025 to Mar 30, 2026
    • Wrap assets (sponsor) · $26.7M to $0
      Dec 3, 2025 to Mar 30, 2026
    • Other offices · 8 to 9
      Apr 15, 2025 to Sep 19, 2025
    • Related insurance company · false to true
      Apr 15, 2025 to Sep 19, 2025
    • Accounts · 3,517 to 3,852
      Nov 27, 2024 to Apr 15, 2025
    • Advisory employees · 15 to 17
      Nov 27, 2024 to Apr 15, 2025
    • Advisory activities · 5 to 6
      Nov 27, 2024 to Apr 15, 2025
    • BD registered reps · 7 to 5
      Nov 27, 2024 to Apr 15, 2025
    • HNW clients · 208 to 258
      Nov 27, 2024 to Apr 15, 2025
    • Individual clients · 1,331 to 1,357
      Nov 27, 2024 to Apr 15, 2025
    • Pension plan clients · 23 to 25
      Nov 27, 2024 to Apr 15, 2025
    • Assets in custody · $190M to $413M
      Nov 27, 2024 to Apr 15, 2025
    • Employees · 24 to 28
      Nov 27, 2024 to Apr 15, 2025
    • Insurance-licensed employees · 0 to 1
      Nov 27, 2024 to Apr 15, 2025
    • Financial planning clients · 101-250 to 101-250
      Nov 27, 2024 to Apr 15, 2025
    • State-registered IARs · 15 to 17
      Nov 27, 2024 to Apr 15, 2025
    • Other offices · 7 to 8
      Nov 27, 2024 to Apr 15, 2025
    • Discretionary RAUM · $803M to $994M
      Nov 27, 2024 to Apr 15, 2025
    • HNW RAUM · $438M to $587M
      Nov 27, 2024 to Apr 15, 2025
    • Individual RAUM · $342M to $379M
      Nov 27, 2024 to Apr 15, 2025
    • Non-discretionary RAUM · $12.3M to $6.8M
      Nov 27, 2024 to Apr 15, 2025
    • Pension RAUM · $16.5M to $18.4M
      Nov 27, 2024 to Apr 15, 2025
    • RAUM · $816M to $1.0B
      Nov 27, 2024 to Apr 15, 2025
    Signals
    17 dated events
    • Onyx Bridge Wealth Group Llc reported RAUM $1.4B, up 37% from $1.0B (2025-12-03 to 2026-03-30)
      Mar 30, 2026 · RAUM change · derived
    • Eaglestone Wealth Advisors, Inc.'s advisors moved to Onyx Bridge Wealth Group LLC (Rockville, MD): 3 of 3 registered, on the same day
      Dec 19, 2025 · Firm absorbed (people side) · derived
    • Allen Robert Duros left Onyx Bridge Wealth Group Llc for Schwab Wealth Advisory, Inc. (registered 2026-08-24)
      Oct 14, 2025 · Advisor changed firm · fact
    • Terry C Webb left Onyx Bridge Wealth Group Llc for Lpl Enterprise, Llc (registered 2025-03-26)
      May 29, 2024 · Advisor changed firm · fact
    • Onyx Bridge Wealth Group Llc reported RAUM $815.7M, up 74% from $468.9M (2024-01-03 to 2024-03-19)
      Mar 19, 2024 · RAUM change · derived
    • Onyx Bridge Wealth Group Llc reported 6 offices beyond its principal office, down from 11 (2023-03-20 to 2023-03-22)
      Mar 22, 2023 · Office count change · derived
    • Sean Collin Rhodes left Onyx Bridge Wealth Group Llc for Accurate Wealth Management, Llc (registered 2022-06-10)
      Jun 13, 2022 · Advisor changed firm · fact
    • Raymond Patrick Oconnell left Onyx Bridge Wealth Group Llc for Coppell Advisory Solutions Llc (registered 2022-05-24)
      May 3, 2022 · Advisor changed firm · fact
    • Justin Duane Mundt left Onyx Bridge Wealth Group Llc for Coppell Advisory Solutions Llc (registered 2022-03-29)
      May 2, 2022 · Advisor changed firm · fact
    • Carson James Grover left Onyx Bridge Wealth Group Llc for Coppell Advisory Solutions Llc (registered 2022-05-03)
      May 2, 2022 · Advisor changed firm · fact
    • Onyx Bridge Wealth Group Llc reported RAUM $442.4M, up 49% from $296.9M (2022-01-03 to 2022-03-28)
      Mar 28, 2022 · RAUM change · derived
    • Ann Stephanie Poche (Chief Compliance Officer) no longer on Schedule A of Onyx Bridge Wealth Group Llc (listed 2022-01-03, absent 2022-03-28)
      Mar 28, 2022 · Control person left · inference
    • Onyx Bridge Wealth Group Llc reported 11 offices beyond its principal office, up from 0 (2022-01-03 to 2022-03-28)
      Mar 28, 2022 · Office count change · derived
    • Leal Cynthia -Elaine Mogensen (Chief Compliance Officer) appeared on Schedule A of Onyx Bridge Wealth Group Llc
      Mar 28, 2022 · Control person joined · fact
    • Onyx Bridge Wealth Group Llc reported RAUM $296.9M, up 67% from $178.0M (2021-03-12 to 2021-03-24)
      Mar 24, 2021 · RAUM change · derived
    • Ann Stephanie Poche (Chief Compliance Officer) appeared on Schedule A of Onyx Bridge Wealth Group Llc
      Mar 24, 2021 · Control person joined · fact
    • Cornerstone Wealth Management filed its initial SEC registration (Form ADV)
      Jan 2, 2020 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    914-909-6699reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/onyx-bridgereportedpublic record, Form ADV, Sep 17, 2026
    Website
    onyxbridge.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    (914) 909-6699reportedpublic record, Form ADV, May 26, 2026
    Contact form
    onyxbridge.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
    Team page
    onyxbridge.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $62.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026