Workflow
Employee Education Programs
icon
Search documents
OneDigital Acquires $1.4B San Francisco RIA, $330M North Carolina-based Firm
Yahoo Finance· 2026-02-26 17:12
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. OneDigital, the Atlanta-based insurance, talent and financial advisory firm with $151 billion in client assets across wealth and retirement plans, has acquired two independent advisory firms with combined client assets under administration of $1.73 billion. OneDigital Investment Advisors, the firm’s advice division based in Overland Park, Kan., announced the deal for Silicon Valley Retirement S ...