OneDigital Welcomes Rosenthal Wealth Management Group, Expanding Personalized Wealth Management Across the Mid-Atlantic
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OneDigital expands its wealth management platform with Rosenthal Wealth Management Group, adding $1.8B in assets and growing its Mid-Atlantic presence.
Addition of $1.8 Billion Mid-Atlantic Firm Grows OneDigital’s Assets Under Advisement to More than $155 Billion
Overland Park, KS – July 16, 2026 - OneDigital Investment Advisors LLC, a business unit of OneDigital, announced today the addition of Rosenthal Wealth Management Group (Rosenthal), an independent, wealth management and financial planning firm with offices in Northern Virginia, Maryland, and Western Pennsylvania, serving clients across the United States.
Rosenthal marks the 23rd wealth management firm to join OneDigital's platform in five years, adding $1.8 billion in assets under management*, a pace reflecting the company's continued investment in building a national wealth management offering that has grown to more than $155 billion in assets under advisement**.
Rosenthal's addition reflects exactly the kind of firm we look for as we expand our national wealth management platform: one rooted in deep client relationships, anchored by a holistic financial planning experience, and defined by an unwavering commitment to a high-touch, personalized client experience. We're excited to be able to provide Larry and his team the resources necessary to scale that approach even further across the Mid-Atlantic and beyond.
Founder and President Larry Rosenthal established the firm in 1995 with a simple philosophy: financial advice should be personal, proactive, and centered on long-term relationships that serve families across generations. That philosophy has guided the firm's growth for more than 30 years and remains at the heart of the clients' experience today. Rosenthal serves over 2,000 client households nationwide, with a concentration in the Mid-Atlantic.
The world of wealth management grows more complex every year, and staying ahead of that complexity has always been central to who we are. We spent nearly two years looking for an ally who could match our commitment to clients while giving our team room to grow. We found that in OneDigital. What stood out most was the culture — like us, they put clients first every day. This decision was made with our clients at the center, and we're excited about what this next chapter means for them, their families, and our team.
For Rosenthal's clients, the move means continuity paired with expanded possibilities: they will keep working with the advisors they know and trust while gaining access to broader planning capabilities, specialized expertise, and an integrated suite of wealth, retirement, and insurance solutions backed by OneDigital's national platform.
At Rosenthal, we built a process-driven operating model designed to give advisors more time to build and serve clients. We look forward to bringing that same passion to OneDigital by leveraging their technology platform and collaborating with talented teams to continue elevating the 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.
Investment advice offered through OneDigital Investment Advisors LLC.
**OneDigital AUA as of 3/31/26
About Rosenthal Wealth Management Group:
Founded in 1995 and headquartered in Manassas, Virginia, Rosenthal Wealth Management Group is a comprehensive wealth management firm serving individuals, families, and business owners across the DMV region and beyond. With offices in Manassas, VA; Baltimore, MD; and Aliquippa, PA, the firm's 19-member team, including 8 financial advisors, provides personalized financial planning, investment management, retirement income strategies, and estate planning guidance. The firm manages approximately $1.8 billion in assets under management. For more information, visit rosenthalwealthmanagement.com.
*Rosenthal AUM as of 7/2/26