Thirty-Seven OneDigital Advisor Teams Named in the 2025 NAPA Top DC Advisor Teams Awards

Overland Park, KS – March 28, 2025 - OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital LLC ("OneDigital"), today announced that 37 of its advisor teams have been named to the NAPA Top DC Advisor Teams 2025.

NAPA’s annual Top DC Advisors Teams of the Year recognizes advisor teams that have self -reported at least $100 million in DC assets under advisement as of December 31, 2024 (award announced on March 18, 2025). The teams are recognized under a few distinct criteria including that team members must generally be in the same geographic location.

OneDigital is Excited to Announce the Award Winners!

OneDigital - Atlanta
OneDigital - New York
OneDigital - Baltimore
OneDigital - Houston (Richmond Ave)
OneDigital - Overland Park
OneDigital - Irvine
OneDigital - Raleigh
OneDigital - Rochester
OneDigital - Sandy
OneDigital - Clayton
OneDigital - Walnut Creek
OneDigital - Orlando
OneDigital - Reston
OneDigital - Tampa
OneDigital - Chicago
OneDigital - Armonk
OneDigital - Danvers
OneDigital - Medina
OneDigital - Nashville (Overland Park)
OneDigital - Nashville
OneDigital - Auburn Hills
OneDigital - Denver
OneDigital - Minnetonka
OneDigital - CRS (Atlanta)
OneDigital - Hauppauge
OneDigital - St. Johns
OneDigital - Basking Ridge
OneDigital - Portland
OneDigital - Scottsdale
OneDigital - Princeton
OneDigital - Houston (Hitchings)
OneDigital - Farmington
OneDigital - Gaithersburg
OneDigital - Sacramento
OneDigital - Boonton
OneDigital - Bend (Oregon)

"We couldn't be prouder of our incredible teams who go above and beyond to deliver exceptional experiences to our clients. We deeply value the relationships we've built with our amazing clients. It’s an honor to help make a meaningful difference for their employees. Being recognized with 37 adviser teams on the NAPA TOP DC Advisor Teams List is a remarkable achievement for our organization! We're truly grateful of all the outstanding teams here at OneDigital!"
 
— Vince Morris, President, OneDigital Retirement + Wealth

This year’s NAPA list recognized 418 teams representing over $2 trillion in AUM. For OneDigital to be recognized by NAPA and have thirty-seven teams awarded to this top list is an outstanding achievement. We are so grateful to have so many great teams across the country.

The full NAPA TOP DC Advisor Teams List can be found here.

Want to read more on OneDigital? Check out this article: OneDigital Named to 2024 Best Workplaces in Financial Services & Insurance List.

Investment advice offered through OneDigital Investment Advisors LLC.

This year’s NAPA list recognized 418 teams representing over $2 trillion in AUM. No compensation was provided to obtain or promote the award. This award is not an indication of future performance or client experience.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

OneDigital® is a registered trademark of Digital Insurance LLC (“OneDigital”) and is the marketing name used by Digital Insurance LLC and its affiliates to market their products and services. Each company has financial responsibility only for its own products and services. Investment advisory services offered through OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital.

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

ID: 00158816