ONEDIGITAL INVESTMENT ADVISORS

11101 Switzer Road
Suite 200
Overland Park, Kansas 66210
Tel: 877-742-2021

About ONEDIGITAL INVESTMENT ADVISORS

ONEDIGITAL INVESTMENT ADVISORS, formally registered with the SEC as ONEDIGITAL INVESTMENT ADVISORS. The firm was established in 01/22/1992. They have over 84 offices throughout the country.

ONEDIGITAL INVESTMENT ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $107,102,338,153 assets under management, offering retirement planning & investment advisory services to 57121 clients. The firm is staffed with 550 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106766
SEC#	801-40622
Assets Managed by Firm	$107,102,338,153
No. of Clients	57121
No. of Advisors	550

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	57121	$107,102,338,153
Individuals (other than high net worth individuals)	34343	$3,534,000,720
High net worth individuals	2307	$6,812,008,685
Pension and profit sharing plans	5647	$89,122,020,476
Charitable organizations	178	$1,346,626,594
Corporations or other businesses	87	$269,567,247

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40
TORTOISE CAPITAL ADVISORS, L.L.C. 5901 College Boulevard, Suite 400 Overland Park, KS, 66211-1861	$6,906,161,911	359	54

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