$155.4B Total AUM
$59.1B Disc. AUM
13.6% 3Y CAGR
648 Employees
18,378 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-22-1992
- Office Locations
- 165
Office Locations
10641 Deerbrook Drive Suite 100 Knoxville TN
10900 Wayzata Blvd Suite 620 Minnetonka MN
11 Centre Park Suite 303 Rochester NY
About Onedigital
Onedigital is a Overland Park-based RIA with 165 offices. The firm has been operating for 34 years. Managing $155.4B in total assets under management, with 367 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
46 AVG AGE
$423.5M AVG AUM / ADVISOR
$8.5M AVG AUM / CLIENT
3.4 yrs AVG TENURE
648 Employees
367 Advisory Reps
372 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL NEPHI ESSELMAN
Chief Investment Officer, Vice President
- CRD
- #5845345
- Ownership
- Less than 5%
Available
Available
Available
DAVID AKIRA ITO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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J
JUSTIN JAMES ADAMS
Managing Director Senior Vice President, Investments
- CRD
- #8089304
Available
Available
Available
A
AMY LYNNE AHRENS
Advisor
- CRD
- #7292429
Available
Available
Available
Showing 2 of 382 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,084,688,779 | $1,719,177 |
| Non-Discretionary | $96,324,988,636 | $15,788,393 |
| Total | $155,409,677,415 | $3,840,215 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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