Overland Park, Kan.-based OneDigital Investment Advisors today announced that it has added WealthSource Partners in a transaction that brings over $2 billion in advisory assets to its platform.

“We’re delighted to welcome the WealthSource team and weave their valuable expertise into our robust team of dedicated financial advisors,” said Vince Morris, OneDigital’s president for retirement and wealth. “The wealth management industry is highly complex and demanding and, together with WealthSource, we will meet the increasing challenges with our depth of knowledge and mutual desire to put our clients’ needs first.”

OneDigital Investment Advisors is an RIA subsidiary of insurance brokerage OneDigital.

WealthSource, headquartered in San Luis Obispo, Calif., is itself a hybrid IRA operating across nine states. Its 44-person team serves more than 2,500 client families.

WealthSource is led by co-founders Bryan Sullivan, CEO; Eric Patton, CFO; and Jon Dubravac, chief business development officer.

“Together with OneDigital, we are better positioned to serve our clients with an even more comprehensive suite of services, including advanced financial planning tools, robust investment strategies, and a wider network of expertise,” the co-founders said in a joint statement. “We share a commitment to excellence, a client-centric approach and a vision for the future of wealth management.”