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Faith-driven advisor, get empowered to advance the Kingdom.

Join our growing ecosystem of faith-driven advisors equipped to gain freedom, stimulate growth, and amplify their impact.

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Gain Freedom

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Grow Your Business

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Impact the Kingdom

2017

OneAscent Founded

17

States & Provinces Served

24

Firms

$4.4B

Total Assets1

57

Advisors

Data is as of September 30, 2024.
1Total assets defined as assets under management, assets under advisement, and assets under administration as of September 30, 2024. Assets under management include assets managed by OneAscent Financial Services, LLC, OneAscent Wealth Management, LLC, and OneAscent Family Office, LLC. Assets under advisement is defined as qualified plan consulting business performed by OneAscent Financial Services, LLC and OneAscent Wealth Management, LLC. Assets under administration is defined as assets from RIA Partners who have engaged OneAscent Financial Services, LLC to perform back-office services.

BBJ Leadership Trust 2021
Inc Regionals Fastest Growing Companies Southeast 2022
BBJ Fastest Growing Companies 2022
BBJ Whos Who Banking Finance 2022
Inc Regionals Fastest Growing Companies Southeast 2023
BBJ Best Places to Work 2023
BBJ Whos Who Banking Finance 2023
Financial Times Americas Fastest Growing Companies 2024
BBJ Whos Who Banking Finance 2024
RIA Intel RIA of the Year Finalist 2024

Are you experiencing true freedom in your practice today?

Our advisors are empowered through scalable resources, process and systems, allowing them to operate in their calling while unabashedly integrating their faith with their business.

 

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Freedom

We help you clarify what freedom means to you, explore your options, and maximize your calling as an advisor.

Growth

The OneAscent Platform gives you values-aligned solutions to differentiate your business and add rocket fuel to your organic and inorganic growth goals.

Impact

Fulfill your calling as a faith-driven advisor and make a lasting impact in and through the lives of your clients.

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At OneAscent, we’re your values-aligned partner.

We know the uncertainty you feel stepping out into freedom. We’ve made the journey ourselves. Built by advisors, for advisors, OneAscent is your trusted partner. We educate, guide, and launch you into freedom so that you can grow your business and impact the Kingdom.

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The OneAscent Platform


We're proud to offer the first comprehensive, faith-based platform for financial advisors.

Built by advisors, for advisors, our robust five-pillar platform allows you to do what you do best: focus on your clients and serve them well.

 

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Growth & Marketing

Build your brand and grow your business with values-aligned strategies.


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  • Destination Firm Consulting
  • Recruiting / M&A Back Office
  • Brand Development
  • Messaging
  • Strategy Consulting
  • Values-Based Investing Workshops
  • Legacy Workshop Events
  • Client Journey Creation
  • Family Office Consult
  • Generous Giving Consult
  • Investment Banking Connections

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Investments

Empower your clients to get results by investing in what they value most.


LEARN MORE

  • Custodian Selection/Integration
  • Access to TAMP
  • Market Commentary
  • Market Research
  • Manager Due Diligence
  • Proposal Generation
  • Large Case Design
  • Turnkey Model Portfolios
    • Values-Based Investing Portfolios
    • Third Party Models

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Results

Operations

Streamline your workload with a team supporting all your day-to-day needs.


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  • Firm Success Management
  • Continuity & Succession Agreement
  • Operational Consulting
  • Staffing Consultation
  • Compensation Consulting
  • Custodial Support
  • Ongoing Training
  • Billing Services
  • Reporting
  • Technology Support

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Compliance

Rest assured that a diligent team keeps you protected and above reproach.


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  • Regulatory Filings
  • Compliance Procedures
  • Marketing Asset Reviews
  • Annual Compliance Meeting
  • Audit Support
  • Privacy Policy
  • Compliance Manual Consult

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Technology

Modernize and scale up your business with the latest world-class technology.


LEARN MORE

  • Client App
  • Client Portal
  • Advisor Portal
  • Business Intel Portal
  • Integration Consulting
  • Custodial Integration
  • EOS Advisor Portal
  • Values-Aligned Journey
  • Align Investment Tool
  • Elevate Investment Tool
  • Recruiting Destination Center

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Schedule a Call

Your journey to greater freedom, growth, and impact starts here.

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Schedule a Call

We'll learn more about you and show you the gap between where you are and your preferred future.

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Chart a Path Forward

You'll meet with our team and begin planning your path to your Best Vocational Life™.

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Gain Freedom for Greater Impact

We provide the freedom and solutions to walk out your calling and reach your preferred future.

Schedule a Call

Schedule a Call