About Onedigital Investment Advisors LLC
<p>Founded in 2000, OneDigital Investment Advisors LLC is a registered investment advisor with $149.0B in AUM (2026) and a large team of 4,000 employees.</p> <p>Headquartered in Overland Park in the Kansas City metro, the firm also has offices in Alpharetta and Atlanta in the greater Atlanta area, plus Gadsden, Alabama. OneDigital works with employers on retirement plan setup and ongoing fiduciary support, including plan design consulting and 3(21) and 3(38) services.</p> <p>On the plan advisory side, the team handles fee benchmarking and participant education, along with retirement plan administration support tied to plan provisions and regulatory requirements. Services referenced in its retirement work include discrimination and compliance testing as part of keeping plans aligned with applicable rules.</p> <p>One differentiator is the breadth of adjacent services offered through the wider OneDigital organization, including executive benefits, financial education, HR consulting, and PEO services, which can be useful for employers who want retirement plan guidance alongside broader people and benefits support.</p> <ul> <li>Retirement plan consulting and <a href="/plan-advisors">plan advisor</a> services</li> <li>3(21) fiduciary advisor support</li> <li>3(38) investment manager services</li> <li>Plan design consulting</li> <li>Fee benchmarking and participant education</li> </ul>
Website: https://www.onedigital.com/
Founded: 2000
Employees: 4000
Office Locations
- Atlanta, GA
- Alpharetta, GA
- Overland Park, KS (Headquarters)
- Atlanta, GA
- Gadsden, AL
Services Offered
- 3(38) Investment Manager
- 3(21) Investment Advisor
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 6,000
- Total AUM: $149.0B
Team Members
- Vinay Gidwaney, Chief Product Officer
- Camry Blaising, Chief Operating Officer
- Bill Carew, President
- David Ito, Chief Compliance Officer
- Adam Pannell, Regional President, South
- Michael Esselman, Chief Investment Officer
- Mike Sullivan, Chief Growth Officer
- Vince Morris, President of Financial Services
- Mike Powers, National Vice President of Executive Benefits
- Emily Bailey, Regional President, East