ASI Wealth Management (ASI), a regional Northwest investment advisory firm headquartered in Bend, with offices in Oregon and Washington, has been acquired by OneDigital Investment Advisors LLC, an SEC-registered investment advisor and wholly-owned subsidiary of OneDigital ®. This strategic partnership marks a significant milestone in ASI’s 26-year commitment of delivering exceptional service and personalized wealth management solutions.  

Founded by President and Founder Randy Miller, ASI has been building relationships and providing personal wealth management and institutional consulting to a diverse client portfolio, including individuals, families, corporations, and not-for-profit organizations for over 25 years. ASI’s valued team has joined OneDigital and will maintain its personal commitment to client service from its existing locations in Oregon and Washington.  

“When I began succession planning, my two main goals were clear: to retain our talented team of advisors and staff, and to uphold our fiduciary standard, ensuring the exceptional care and personalized management our clients expect,” said Miller. “OneDigital emerged as the ideal partner due to their cultural alignment, client-centric focus, and strong leadership. I am confident this partnership will allow our team to continue building on ASI’s legacy for many years to come.”  

The addition of ASI signals strong investments within OneDigital’s growing West marketplace. Out of 18 acquisitions announced in 2024, across all practices, OneDigital welcomed ten new acquisitions to the West region. This move will further enhance the integrated offerings for businesses and individuals across the region. 

“We take great pride in welcoming Randy and the ASI team to OneDigital,” said Vincent Morris, President Retirement + Wealth, OneDigital. “This strategic acquisition aligns perfectly with our growth vision and solidifies our wealth management presence in Pacific Northwest.  Together, this partnership opens up significant opportunities, complementing our existing strengths and allowing OneDigital to deliver even greater value to our clients.”