firm profile
Onedigital
Overview
Onedigital is an SEC registered investment adviser based in Overland Park, KS, registered since 1992. It reports $155B in assets under management across 40,469 accounts, with 648 employees. It has 384 investment adviser representatives.
- Reported AUM
- $155B
- Discretionary
- 38%
- Accounts
- 40,469
- Average account
- $3.8M
- Employees
- 648
- Advisory reps
- 384
- Registered since
- 1992
- Jurisdictions
- 53
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- David Akira Ito Chief Compliance Officer CRD 6444780
- Michael Nephi Esselman Chief Investment Officer CRD 5845345
- Andrew Jefferys National Vice President - Wealth Management Solutions CRD 5293646
2 more executive officers, with direct contact details
Advisory reps 3 of 384
- Justin James Adams Investment Adviser Rep CRD 8089304
- Amy Lynne Ahrens Investment Adviser Rep CRD 7292429
- Ethan John Alessi Registered Rep · Investment Adviser Rep CRD 7929854
381 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 11101 Switzer Rd Ste 200
Overland Park, KS 66210 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: riaadvisor.com
Every state, with registration dates
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- Mariner Advisor NetworkOverland Park, KS$9.6B AUM
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