One Degree Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 16, 2026, reports $489M in regulatory assets under management, 6 employees, and 1,279 accounts.
Assets Under Management
$489M
Employees
6
Offices
--
Total Clients
466
Primary office
SAN DIEGO, CA
8880 RIO SAN DIEGO DRIVE, SUITE 1000, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
311
2
HNWI
32.2%
150
3
Charitable
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of April 16, 2026
Discretionary100.0%
$489M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$489M
Total Accounts1,279
10Y AUM Change+$358M (+274.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee78:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.