ONEDIGITAL INVESTMENT ADVISORS LLC
Legal name: ONEDIGITAL
CRD #106766 SEC #801-40622 OVERLAND PARK, KS 877-742-2021
SEC Registered Disclosures
Total AUM
$142.6B
Discretionary
$50.6B
Employees
610
Clients
51
Accounts
38,423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $142.6B | $50.6B | $92B | 610 | 84 |
| Apr 2025 | $142.6B | $50.6B | $92B | 610 | 84 |
| Jul 2024 | $107.1B | $35B | $72.1B | 550 | 360 |
| Mar 2024 | $107.1B | $35B | $72.1B | 550 | 360 |
| Feb 2024 | $89.1B | $27.1B | $62B | 550 | 360 |
| Feb 2024 | $89.1B | $27.1B | $62B | 550 | 360 |
| Oct 2023 | $89.1B | $27.1B | $62B | 550 | 360 |
| Mar 2023 | $89.1B | $27.1B | $62B | 550 | 360 |
| Nov 2022 | $101.7B | $25.8B | $75.9B | 500 | 360 |
| Aug 2022 | $101.7B | $25.8B | $75.9B | 500 | 360 |
| Aug 2022 | $101.7B | $25.8B | $75.9B | 500 | 360 |
| May 2022 | $101.7B | $25.8B | $75.9B | 500 | 360 |
| Mar 2022 | $101.7B | $25.8B | $75.9B | 500 | 360 |
| Dec 2021 | $64.8B | $14.3B | $50.5B | 400 | 450 |
| May 2021 | $64.8B | $14.3B | $50.5B | 400 | 450 |
| Apr 2021 | $64.8B | $14.3B | $50.5B | 400 | 450 |
| Mar 2021 | $64.8B | $14.3B | $50.5B | 400 | 450 |
| Jun 2020 | $43.8B | $8B | $35.8B | 300 | 415 |
| Apr 2020 | $43.8B | $8B | $35.8B | 300 | 415 |
| Mar 2020 | $43.8B | $8B | $35.8B | 300 | 415 |
| Mar 2020 | $43.8B | $8B | $35.8B | 300 | 415 |
| Feb 2020 | $24.8B | $3.1B | $21.7B | 200 | 50 |
| Sep 2019 | $24.8B | $3.1B | $21.7B | 200 | 50 |
| Apr 2019 | $24.8B | $3.1B | $21.7B | 200 | 50 |
| Apr 2019 | $24.8B | $3.1B | $21.7B | 200 | 50 |
| Mar 2019 | $24.8B | $3.1B | $21.7B | 200 | 50 |
| Oct 2018 | $10.4B | $1.9B | $8.4B | 145 | 7 |
| Sep 2018 | $10.4B | $1.9B | $8.4B | 145 | 7 |
| Aug 2018 | $10.4B | $1.9B | $8.4B | 145 | 7 |
| Aug 2018 | $10.4B | $1.9B | $8.4B | 145 | 7 |
| Mar 2018 | $10.4B | $1.9B | $8.4B | 130 | 7 |
| Sep 2017 | $5.7B | $1.2B | $4.5B | 85 | 2,900 |
| Sep 2017 | $5.7B | $1.2B | $4.5B | 85 | 2,900 |
| Aug 2017 | $5.7B | $1.2B | $4.5B | 85 | 2,900 |
| Mar 2017 | $5.7B | $1.2B | $4.5B | 85 | 2,900 |
| Feb 2017 | $4.1B | $805.7M | $3.3B | 75 | 2,000 |
| Aug 2016 | $4.1B | $805.7M | $3.3B | 75 | 2,000 |
| May 2016 | $4.1B | $805.7M | $3.3B | 75 | 2,000 |
| Mar 2016 | $4.1B | $805.7M | $3.3B | 75 | 2,000 |
| Mar 2016 | $3.9B | $560.3M | $3.3B | 75 | 2,000 |
| Jan 2016 | $2.6B | $598M | $2B | 55 | 1,200 |
| Dec 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| Nov 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| Oct 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| May 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| May 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| Mar 2015 | $2.6B | $598M | $2B | 55 | 1,200 |
| Feb 2015 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Jan 2015 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Jan 2015 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Dec 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Dec 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Dec 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Dec 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Nov 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Oct 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Mar 2014 | $2.1B | $302.8M | $1.8B | 37 | 800 |
| Feb 2014 | $1.7B | $290.3M | $1.4B | 21 | 700 |
| Oct 2013 | $1.7B | $290.3M | $1.4B | 21 | 700 |
| Aug 2013 | $1.1B | $250.2M | $891.7M | 21 | 700 |
| Aug 2013 | $1.1B | $250.2M | $891.7M | 21 | 700 |
| Mar 2013 | $1.1B | $250.2M | $891.7M | 21 | 700 |
| Sep 2012 | $1.2B | $201.4M | $995.8M | 6 | 600 |
| May 2012 | $1.2B | $201.4M | $995.8M | 6 | 600 |
| Apr 2012 | $1.2B | $201.4M | $995.8M | 6 | 600 |
| Mar 2012 | $1.2B | $201.4M | $995.8M | 6 | 600 |
| Mar 2012 | $179.2M | $142.1M | $37.1M | 6 | 400 |
| Aug 2011 | $179.2M | $142.1M | $37.1M | 10 | -- |
| Jul 2011 | $179.2M | $142.1M | $37.1M | 10 | -- |
| Apr 2011 | $179.2M | $142.1M | $37.1M | 10 | -- |
| Apr 2011 | $179.2M | $142.1M | $37.1M | 10 | -- |
| Mar 2011 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Mar 2011 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Jan 2011 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Dec 2010 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Dec 2010 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Oct 2010 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Sep 2010 | $131.2M | $96.6M | $34.7M | 10 | -- |
| Mar 2008 | $123.5M | $0 | $123.5M | 5 | -- |
| Feb 2007 | $111.9M | $0 | $111.9M | 5 | -- |
| Jan 2007 | $102.7M | $0 | $102.7M | 5 | -- |
| Mar 2006 | $102.7M | $0 | $102.7M | 5 | -- |
| Aug 2004 | $78.3M | $0 | $78.3M | 5 | -- |
DateAug 2025
Total AUM$142.6B
Discretionary$50.6B
Non-Disc.$92B
Employees610
Clients84
DateApr 2025
Total AUM$142.6B
Discretionary$50.6B
Non-Disc.$92B
Employees610
Clients84
DateJul 2024
Total AUM$107.1B
Discretionary$35B
Non-Disc.$72.1B
Employees550
Clients360
DateMar 2024
Total AUM$107.1B
Discretionary$35B
Non-Disc.$72.1B
Employees550
Clients360
DateFeb 2024
Total AUM$89.1B
Discretionary$27.1B
Non-Disc.$62B
Employees550
Clients360
DateFeb 2024
Total AUM$89.1B
Discretionary$27.1B
Non-Disc.$62B
Employees550
Clients360
DateOct 2023
Total AUM$89.1B
Discretionary$27.1B
Non-Disc.$62B
Employees550
Clients360
DateMar 2023
Total AUM$89.1B
Discretionary$27.1B
Non-Disc.$62B
Employees550
Clients360
DateNov 2022
Total AUM$101.7B
Discretionary$25.8B
Non-Disc.$75.9B
Employees500
Clients360
DateAug 2022
Total AUM$101.7B
Discretionary$25.8B
Non-Disc.$75.9B
Employees500
Clients360
DateAug 2022
Total AUM$101.7B
Discretionary$25.8B
Non-Disc.$75.9B
Employees500
Clients360
DateMay 2022
Total AUM$101.7B
Discretionary$25.8B
Non-Disc.$75.9B
Employees500
Clients360
DateMar 2022
Total AUM$101.7B
Discretionary$25.8B
Non-Disc.$75.9B
Employees500
Clients360
DateDec 2021
Total AUM$64.8B
Discretionary$14.3B
Non-Disc.$50.5B
Employees400
Clients450
DateMay 2021
Total AUM$64.8B
Discretionary$14.3B
Non-Disc.$50.5B
Employees400
Clients450
DateApr 2021
Total AUM$64.8B
Discretionary$14.3B
Non-Disc.$50.5B
Employees400
Clients450
DateMar 2021
Total AUM$64.8B
Discretionary$14.3B
Non-Disc.$50.5B
Employees400
Clients450
DateJun 2020
Total AUM$43.8B
Discretionary$8B
Non-Disc.$35.8B
Employees300
Clients415
DateApr 2020
Total AUM$43.8B
Discretionary$8B
Non-Disc.$35.8B
Employees300
Clients415
DateMar 2020
Total AUM$43.8B
Discretionary$8B
Non-Disc.$35.8B
Employees300
Clients415
DateMar 2020
Total AUM$43.8B
Discretionary$8B
Non-Disc.$35.8B
Employees300
Clients415
DateFeb 2020
Total AUM$24.8B
Discretionary$3.1B
Non-Disc.$21.7B
Employees200
Clients50
DateSep 2019
Total AUM$24.8B
Discretionary$3.1B
Non-Disc.$21.7B
Employees200
Clients50
DateApr 2019
Total AUM$24.8B
Discretionary$3.1B
Non-Disc.$21.7B
Employees200
Clients50
DateApr 2019
Total AUM$24.8B
Discretionary$3.1B
Non-Disc.$21.7B
Employees200
Clients50
DateMar 2019
Total AUM$24.8B
Discretionary$3.1B
Non-Disc.$21.7B
Employees200
Clients50
DateOct 2018
Total AUM$10.4B
Discretionary$1.9B
Non-Disc.$8.4B
Employees145
Clients7
DateSep 2018
Total AUM$10.4B
Discretionary$1.9B
Non-Disc.$8.4B
Employees145
Clients7
DateAug 2018
Total AUM$10.4B
Discretionary$1.9B
Non-Disc.$8.4B
Employees145
Clients7
DateAug 2018
Total AUM$10.4B
Discretionary$1.9B
Non-Disc.$8.4B
Employees145
Clients7
DateMar 2018
Total AUM$10.4B
Discretionary$1.9B
Non-Disc.$8.4B
Employees130
Clients7
DateSep 2017
Total AUM$5.7B
Discretionary$1.2B
Non-Disc.$4.5B
Employees85
Clients2,900
DateSep 2017
Total AUM$5.7B
Discretionary$1.2B
Non-Disc.$4.5B
Employees85
Clients2,900
DateAug 2017
Total AUM$5.7B
Discretionary$1.2B
Non-Disc.$4.5B
Employees85
Clients2,900
DateMar 2017
Total AUM$5.7B
Discretionary$1.2B
Non-Disc.$4.5B
Employees85
Clients2,900
DateFeb 2017
Total AUM$4.1B
Discretionary$805.7M
Non-Disc.$3.3B
Employees75
Clients2,000
DateAug 2016
Total AUM$4.1B
Discretionary$805.7M
Non-Disc.$3.3B
Employees75
Clients2,000
DateMay 2016
Total AUM$4.1B
Discretionary$805.7M
Non-Disc.$3.3B
Employees75
Clients2,000
DateMar 2016
Total AUM$4.1B
Discretionary$805.7M
Non-Disc.$3.3B
Employees75
Clients2,000
DateMar 2016
Total AUM$3.9B
Discretionary$560.3M
Non-Disc.$3.3B
Employees75
Clients2,000
DateJan 2016
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateDec 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateNov 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateOct 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateMay 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateMay 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateMar 2015
Total AUM$2.6B
Discretionary$598M
Non-Disc.$2B
Employees55
Clients1,200
DateFeb 2015
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateJan 2015
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateJan 2015
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateDec 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateDec 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateDec 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateDec 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateNov 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateOct 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateMar 2014
Total AUM$2.1B
Discretionary$302.8M
Non-Disc.$1.8B
Employees37
Clients800
DateFeb 2014
Total AUM$1.7B
Discretionary$290.3M
Non-Disc.$1.4B
Employees21
Clients700
DateOct 2013
Total AUM$1.7B
Discretionary$290.3M
Non-Disc.$1.4B
Employees21
Clients700
DateAug 2013
Total AUM$1.1B
Discretionary$250.2M
Non-Disc.$891.7M
Employees21
Clients700
DateAug 2013
Total AUM$1.1B
Discretionary$250.2M
Non-Disc.$891.7M
Employees21
Clients700
DateMar 2013
Total AUM$1.1B
Discretionary$250.2M
Non-Disc.$891.7M
Employees21
Clients700
DateSep 2012
Total AUM$1.2B
Discretionary$201.4M
Non-Disc.$995.8M
Employees6
Clients600
DateMay 2012
Total AUM$1.2B
Discretionary$201.4M
Non-Disc.$995.8M
Employees6
Clients600
DateApr 2012
Total AUM$1.2B
Discretionary$201.4M
Non-Disc.$995.8M
Employees6
Clients600
DateMar 2012
Total AUM$1.2B
Discretionary$201.4M
Non-Disc.$995.8M
Employees6
Clients600
DateMar 2012
Total AUM$179.2M
Discretionary$142.1M
Non-Disc.$37.1M
Employees6
Clients400
DateAug 2011
Total AUM$179.2M
Discretionary$142.1M
Non-Disc.$37.1M
Employees10
Clients--
DateJul 2011
Total AUM$179.2M
Discretionary$142.1M
Non-Disc.$37.1M
Employees10
Clients--
DateApr 2011
Total AUM$179.2M
Discretionary$142.1M
Non-Disc.$37.1M
Employees10
Clients--
DateApr 2011
Total AUM$179.2M
Discretionary$142.1M
Non-Disc.$37.1M
Employees10
Clients--
DateMar 2011
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateMar 2011
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateJan 2011
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateDec 2010
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateDec 2010
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateOct 2010
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateSep 2010
Total AUM$131.2M
Discretionary$96.6M
Non-Disc.$34.7M
Employees10
Clients--
DateMar 2008
Total AUM$123.5M
Discretionary$0
Non-Disc.$123.5M
Employees5
Clients--
DateFeb 2007
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees5
Clients--
DateJan 2007
Total AUM$102.7M
Discretionary$0
Non-Disc.$102.7M
Employees5
Clients--
DateMar 2006
Total AUM$102.7M
Discretionary$0
Non-Disc.$102.7M
Employees5
Clients--
DateAug 2004
Total AUM$78.3M
Discretionary$0
Non-Disc.$78.3M
Employees5
Clients--