Financial ADVSR advisor directory · SEC adviser records
Onedigital financial advisors
Every SEC-registered investment adviser representative at Onedigital, by the state and city of the office they work from.
347 registered advisors work at Onedigital, in 29 states and 131 cities; the most are in Overland Park, KS (135). 70 list the CFP designation and 66 are also registered broker representatives.
Search every Onedigital advisor by name →Who joined and left Onedigital →Onedigital: assets, clients and custodians →
Cities with the most Onedigital advisors
Overland Park, KS 135Atlanta, GA 10Danvers, MA 10New York, NY 5Sandy, UT 5Basking Ridge, NJ 4Franklin, TN 4Greensboro, NC 4Medina, OH 4Phoenix, AZ 4Richmond, VA 4Auburn Hills, MI 3Baltimore, MD 3Chicago, IL 3Houston, TX 3Huntersville, NC 3Manassas, VA 3Portland, OR 3Princeton, NJ 3Raleigh, NC 3Rochester, NY 3San Diego, CA 3Walnut Creek, CA 3Apex, NC 2Bend, OR 2Clayton, MO 2Cypress, TX 2Hauppauge, NY 2Irvine, CA 2Kansas City, MO 2
Onedigital advisors by state
Onedigital in North Carolina 16
Greensboro 4Huntersville 3Raleigh 3Apex 2Charlotte 1High Point 1Kernersville 1Winston-Salem 1
Onedigital in Ohio 15
Medina 4Chardon 1Cincinnati 1Dublin 1Hilliard 1Maple Heights 1Martin 1New Franklin 1Painesville 1Wadsworth 1Warren 1Westerville 1
Onedigital in California 13
San Diego 3Walnut Creek 3Irvine 2Alamo 1Gold River 1Martinez 1Sacramento 1San Luis Obispo 1
Onedigital in Florida 11
St. Johns 2Tampa 2Bonita Springs 1Edgewater 1Fort Lauderdale 1Lake City 1Miami Beach 1Orlando 1St. Petersburg 1
Onedigital in Michigan 10
Auburn Hills 3Allendale 1Grand Rapids 1Howell 1Riverview 1Saginaw 1Spring Lake 1Wayland 1
Onedigital in Minnesota 9
Minnetonka 2Blaine 1Eden Prairie 1Edina 1Farwell 1Hopkins 1Orono 1Plymouth 1
Questions
How many financial advisors does Onedigital have?
347 investment adviser representatives are registered with Onedigital, according to the SEC's Investment Adviser Public Disclosure records, in 29 states and 131 cities. 70 list the CFP designation and 66 are also registered as broker representatives.
Where does Onedigital have the most advisors?
Overland Park, KS, with 135 registered advisors, then Atlanta, GA (10). By state, Kansas has the most, with 139.
How do I find a Onedigital financial advisor near me?
Pick your state below, then your city, to see every Onedigital advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Onedigital offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →