Acquisition Opportunity OneDigital Investment Advisors LLC acquired ASI Wealth Management, creating a potential cross-sell path to existing OneDigital clients and access to a broader network for bundled wealth and retirement services.

Scale Potential ASI operates with a mid-sized team and revenue in the 10–25 million range, suggesting opportunities to introduce expanded advisory services, digital onboarding, or enhanced technology platforms to drive efficiency and client experience as part of a larger corporate platform.

PNW Footprint Strong regional presence in the Pacific Northwest with offices in Bend, Medford, Portland, and Seattle positions a timely entry point for expansion into adjacent markets and targeted regional retirement plans, endowments, and foundations.

Credentials Stack A robust set of professional designations (CIMA, CPWA, CFP, RPA, AWMA) can be leveraged to market high-touch, specialized wealth management and institutional consulting services to affluent families, nonprofits, and corporate clients.

Client Segments Service mix includes affluent individuals, retirement plans, endowments, foundations, trusts, and not-for-profits, offering cross-selling potential to expand into institutional consulting, fiduciary services, and fee-only planning across new client segments.