Twelve OneDigital Advisor Teams Named in the 2024 NAPA Top DC Advisor Teams Awards

Overland Park, KS – March 17, 2024 - OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital LLC ("OneDigital"), today announced that 12 of its advisor teams have been named to the NAPA Top DC Advisor Teams 2024.

NAPA’s annual Top Advisors Teams of the Year recognizes advisor teams that make a significant impact on the retirement future of Americans through plan advice. The teams are recognized under a few distinct criteria and no payment was made to be included on the list. Team members must generally be in the same location and have at least $100 million in Defined Contribution assets under management (AUM) as of December 31, 2023.

OneDigital is Happy to Announce the Award Winners!

OneDigital - Atlanta
OneDigital - Basking Ridge
OneDigital - Carolinas
OneDigital - Denver
OneDigital - DMV
OneDigital - Medina
OneDigital - Nashville
OneDigital - Northern California
OneDigital - Overland Park
OneDigital - RedBank
OneDigital - Tampa
OneDigital - Utah

"We are so proud of our teams that provide outstanding experience to our clients. We are so appreciative of all our amazing clients and the relationships that we have built. We will continue to strive to have a lasting impact on the financial futures of their employees. The 12 adviser teams that were named to the NAPA TOP DC Advisor Teams List are all fantastic examples of OneDigital. We are so thankful to have such amazing teams a part of our organization."
 
— Vince Morris, President, OneDigital Retirement + Wealth

This year’s NAPA list recognized 451 teams representing nearly $2 trillion in AUM. For OneDigital to be recognized by NAPA and have twelve 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: Ten OneDigital Retirement Advisers Win PLANADVISER’s Top Retirement Plan Advisers for 2024.

Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

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 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services, including 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 www.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.