A complete list of active advisors currently associated with One Wealth Advisors, LLC

Warmer can help you find a great advisor at One Wealth Advisors, LLC or one who fits your needs even better.

One Wealth Advisors provides holistic investment advisory and financial planning services to individuals, high‑net‑worth households, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning and consulting, 3(21) retirement plan advisory, and may implement strategies through Independent Managers or third‑party platforms. The firm’s investment approach is primarily long‑term with the ability to make tactical overrides; portfolios typically use diversified mutual funds, ETFs, bonds, individual securities and, where appropriate, alternative investments or concentrated stock strategies. One Wealth combines traditional custodian relationships and independent managers with digital implementation options—most notably recommending Betterment Institutional for certain clients while maintaining an institutional relationship with Fidelity for custody and platform services. What is noteworthy is the firm’s scale and multi‑platform model: One Wealth reports approximately $1.25 billion in discretionary AUM across about 406 clients (implying an average account size in the multi‑million dollar range) and routinely manages held‑away assets via third‑party access platforms (the firm absorbs platform costs). The brochure also discloses affiliated entities for insurance and tax services—OWA Insurance and OWA Tax—and that, for certain clients, tax preparation may be included through a third party or the affiliated tax entity, which the firm discloses as a potential conflict of interest.

To learn more about the advisors currently working at One Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.