DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
One Advisory Partners, LLC
Latest filing Apr 4, 2026
First filing on the tape Feb 22, 2012 · 48 filings
SEC status approved since Mar 22, 2012
RAUM
$370M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$368M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$52.8M
derived; firm RAUM over IAPD count
Employees
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$370M as of Apr 4, 2026
Jan 23, 2013$119M then
HNW client RAUM$276M as of Apr 4, 2026
Feb 12, 2018$64.0M then
State-registered IARs (5.B.3)7 as of Apr 4, 2026
Jan 23, 20132 then
Employees (5.A)11 as of Apr 4, 2026
Jan 23, 20133 then
Private funds: no history
RAUM +52% over the last fiscal year+31% a year over threeIARs 4 to 7
Practice profile
derived from the filing of Apr 4, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $52.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +52%derivedbetween the last two annual amendments
- Advisor growth, one year
- +75%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +30%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$276M75%
- Individuals$92.7M25%
- Charitable organizations$1.0M0.3%
- Individual clients
- 213reported
- HNW clients
- 101reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 316reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel J MillerCertified Financial Planner | Overland Park, Ks | Jul 3, 2015 | 24 y | 3 |
| Michele Lee GawthropCertified Financial Planner | Overland Park, Ks | Jan 30, 2020 | 13 y | 0 |
| William Andrew Snider | Overland Park, Ks | Apr 22, 2025 | 26 y | 6 |
| Christel Parkinson Turkiewicz | Overland Park, Ks | Jun 16, 2025 | 28 y | 1 |
| Scott Andrew RojasCertified Financial Planner | Overland Park, Ks | Aug 26, 2025 | 32 y | 1 |
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 43% of current headcount3 left over 36 months
Left, latest
- Jeffrey Davis to Hightower Advisors, LLCMar 19, 2026 · RIA to affiliated broker-dealer or bank
- Ruth Torres to Lincoln InvestmentMar 19, 2026 · RIA to RIA
- Jordan Jensen to SavvyJan 31, 2026 · RIA to RIA
- Paul Edward Staniszewski to Savant Wealth ManagementJan 19, 2023 · RIA to RIA
- Melissa Jane Ellis to Sapphire Wealth Planning LLCDec 31, 2018 · RIA to a state-registered adviser
- Michael Allen Smoots to Lawing Financial IncDec 5, 2015 · Other
Joined, latest
- Scott Andrew Rojas from Eclectic Associates, Inc.Aug 26, 2025 · RIA to RIA
- Jordan Jensen from Soltis Investment Advisors, LLCJun 18, 2025 · RIA to RIA
- Christel Parkinson Turkiewicz from Northwest Investment CounselorsJun 16, 2025 · RIA to RIA
- William Andrew Snider from LidoApr 22, 2025 · RIA to RIA
- Jeffrey Davis from Ameriprise Financial Services, LLCApr 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- Ruth Torres from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 20, 2025 · Wirehouse to independent RIA
- Paul Edward Staniszewski from Carlson FinancialSep 21, 2022 · RIA to RIA
- Melissa Jane Ellis from Sapphire Wealth Planning LLCJan 31, 2018 · Other
- Daniel J Miller from Cambridge Investment Research Advisors, Inc.Jul 3, 2015 · Other
- Ronald Nelson Sanders from Wealth Management Advisors IncMar 22, 2012 · Other
- Jonathan Lawrence Booze from Wealth Management Advisors IncMar 22, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ronald N. Sanders Revocable Living Trust · Membercontrolsince 03/2021 · owns 75% or more
- Nelson Ronald Sanders · Ceo/Ccocontrolsince 12/2011 · owns less than 5%
- Nelson Ronald Sanders · Trusteecontrolsince 03/2021 · owns 75% or more of Ronald N. Sanders Revocable Living Trust
- Lawrence Jonathan Booze · Senior Partnersince 01/2021 · owns less than 5%
- Lawrence Jonathan Booze · Trusteesince 12/2017 · owns 75% or more of Jonathan L. Booze Revocable Living Trust
Entity owners
- Jonathan L. Booze Revocable Living Trust · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- Sanders Booze Capital Advisors, LLCinvestment adviserLP sponsory
Advisers that list One Advisory Partners, LLC as a related person
- 148651 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Overland Park, Ks · principal | 7 | 0 | 3 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 4, 2026RAUM (Item 5.F) moved from $243,321,693 to $369,523,347 (+52.0%) between the annual amendments of 2025-04-25 and 2026-04-04; the peer median change was +15.0% (4550 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 243 to 316Aug 5, 2025 to Feb 24, 2026
- Advisory employees · 4 to 9Aug 5, 2025 to Feb 24, 2026
- HNW clients · 75 to 101Aug 5, 2025 to Feb 24, 2026
- Individual clients · 166 to 213Aug 5, 2025 to Feb 24, 2026
- Employees · 8 to 11Aug 5, 2025 to Feb 24, 2026
- Financial planning clients · 101-250 to 251-500Aug 5, 2025 to Feb 24, 2026
- State-registered IARs · 4 to 7Aug 5, 2025 to Feb 24, 2026
- Discretionary RAUM · $243M to $370MAug 5, 2025 to Feb 24, 2026
- HNW RAUM · $179M to $276MAug 5, 2025 to Feb 24, 2026
- Individual RAUM · $63.1M to $92.7MAug 5, 2025 to Feb 24, 2026
- RAUM · $243M to $370MAug 5, 2025 to Feb 24, 2026
- Financial planning clients · 101-250 to 101-250Jun 18, 2025 to Jul 16, 2025
- Accounts · 577 to 243Jan 18, 2024 to Jan 21, 2025
- HNW clients · 71 to 75Jan 18, 2024 to Jan 21, 2025
- Individual clients · 183 to 166Jan 18, 2024 to Jan 21, 2025
- Assets in custody · unset to 0.0Jan 18, 2024 to Jan 21, 2025
- Employees · 6 to 8Jan 18, 2024 to Jan 21, 2025
- Insurance-licensed employees · 3 to 2Jan 18, 2024 to Jan 21, 2025
- Financial planning clients · 251-500 to 101-250Jan 18, 2024 to Jan 21, 2025
- Discretionary RAUM · $203M to $243MJan 18, 2024 to Jan 21, 2025
- HNW RAUM · $148M to $179MJan 18, 2024 to Jan 21, 2025
- Individual RAUM · $54.9M to $63.1MJan 18, 2024 to Jan 21, 2025
- RAUM · $203M to $243MJan 18, 2024 to Jan 21, 2025
- Accounts · 245 to 577Feb 22, 2023 to Jan 18, 2024
- Advisory employees · 6 to 4Feb 22, 2023 to Jan 18, 2024
- HNW clients · 65 to 71Feb 22, 2023 to Jan 18, 2024
- Individual clients · 179 to 183Feb 22, 2023 to Jan 18, 2024
- Insurance-licensed employees · 4 to 3Feb 22, 2023 to Jan 18, 2024
- Financial planning clients · 101-250 to 251-500Feb 22, 2023 to Jan 18, 2024
- State-registered IARs · 6 to 4Feb 22, 2023 to Jan 18, 2024
- Discretionary RAUM · $166M to $203MFeb 22, 2023 to Jan 18, 2024
- HNW RAUM · $123M to $148MFeb 22, 2023 to Jan 18, 2024
- Individual RAUM · $42.2M to $54.9MFeb 22, 2023 to Jan 18, 2024
- RAUM · $166M to $203MFeb 22, 2023 to Jan 18, 2024
- Accounts · 543 to 245Mar 29, 2022 to Feb 20, 2023
- Advisory employees · 4 to 6Mar 29, 2022 to Feb 20, 2023
- Advisory activities · 6 to 5Mar 29, 2022 to Feb 20, 2023
- HNW clients · 56 to 65Mar 29, 2022 to Feb 20, 2023
- Individual clients · 213 to 179Mar 29, 2022 to Feb 20, 2023
- Pension plan clients · 7 to 0Mar 29, 2022 to Feb 20, 2023
Signals
8 dated events
- Jeffrey Davis left One Advisory Partners, Llc for Hightower Advisors, Llc (registered 2026-05-06)Mar 19, 2026 · Advisor changed firm · fact
- Ruth Torres left One Advisory Partners, Llc for Lincoln Investment (registered 2026-06-01)Mar 19, 2026 · Advisor changed firm · fact
- One Advisory Partners, Llc reported RAUM $369.5M, up 52% from $243.3M (2025-08-05 to 2026-02-24)Feb 24, 2026 · RAUM change · derived
- Jordan Jensen left One Advisory Partners, Llc for Savvy (registered 2026-01-30)Jan 31, 2026 · Advisor changed firm · fact
- Dilworth Dean Lyman no longer registered at One Advisory Partners, Llc; no later IA registration on IAPDMar 25, 2023 · Advisor departure · fact
- One Advisory Partners, Llc reported RAUM $165.8M, down 52% from $345.7M (2022-03-29 to 2023-02-20)Feb 20, 2023 · RAUM change · derived
- Paul Edward Staniszewski left One Advisory Partners, Llc for Savant Wealth Management (registered 2023-02-02)Jan 19, 2023 · Advisor changed firm · fact
- Ronald N. Sanders Revocable Living Trust (Member) appeared on Schedule A of One Advisory Partners, LlcMar 19, 2021 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 913-663-2376reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/ONE-RETIREMENT-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ONERETIREMENT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 913-663-2376reportedpublic record, Form ADV, Apr 4, 2026
- Team page
- oneadvisorypartners.com/meet-the-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $52.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026