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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-1992
- Office Locations
- 167
Office Locations
About Onedigital
Onedigital is a Overland Park-based RIA with 167 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.
Reported data analysis
What the numbers show
Between August 19, 2025 and April 1, 2026, reported AUM increased 9.0%, from $142.6B to $155.4B.
Across 5 reported observations, AUM increased 52.8% between November 11, 2022 and April 1, 2026, from $101.7B to $155.4B.
Of the latest reported AUM, 38.0% is discretionary and 62.0% is non-discretionary.
The firm reports 367 advisory representatives and 18,378 clients, or 50.1 clients per representative. That equates to $8.5M in reported AUM per client.
The profile lists 167 reported office locations and 34 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Onedigital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL NEPHI ESSELMAN
Chief Investment Officer, Vice President
- CRD
- #5845345
- Ownership
- Less than 5%
DAVID AKIRA ITO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JUSTIN JAMES ADAMS
Managing Director Senior Vice President, Investments
- CRD
- #8089304
AMY LYNNE AHRENS
Advisor
- CRD
- #7292429
Showing 2 of 386 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Onedigital has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Onedigital's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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