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OneDigital Investment Advisors

EST. AUM
$155,409,677,415

CONTACTS
84

CLIENT ACCOUNTS
40,469

Firm Details

Metro area Kansas City
CRD Number 106766
Website onedigital.com
Client types

Overview

As of September, the firm has acquired 6 firms for the 2022 year. In April 2023 the focus on retirement focused practices continues with the acquisition of the 401(k) advisory and retirement plan servicing business of Huntington National Bank. Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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