About Us

Diversified was named a top RIA by Financial Advisor Magazine in July 2024, August, 2023, July 2022, putting Diversified in the top 1.5% of RIAs in the United States. This ranking may be viewed here. Financial Advisor Magazine’s 2024, 2023 and 2022 RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. Diversified did not pay to be included in these results. View full disclosure here and below. Investment News recognition is based on years in business and numbers of employees, is independently surveyed, and does not imply skill. View disclosure below. Criteria can be found here. Financial Advisor Magazine’s 2024, 2023, 2022, RIA Survey & Ranking report is an annual survey that ranks firms based on their total discretionary and nondiscretionary assets reported on their Form ADV and the percentage growth in assets. View full disclosure here. ↩︎ Diversified was named as a best RIA to work for by Financial Planning in 2024, results here. Financialplanning.com ranked this list using Best Companies, and surveyed the companies directly regarding firms’ leadership, culture, pay and benefits, training, work environment, engagement, communications and other factors. Separately, Best Companies evaluated each firm’s workplace policies, practices, benefit programs, philosophy, systems and demographics. They then combined measurements from the survey and evaluation to calculate an overall score for each firm. Diversified did not pay a fee to be included in this ranking. ↩︎ Diversified is also named as a Best Place to Work in Philadelphia per the Philadelphia Business Journal in July, 2024 and 2023 for the period covering the prior year. Diversified did pay a registration fee to be included in this award to cover the cost of the employee surveys and this award was based upon employee surveys of local Philadelphia area employees. Results may be found here. ↩︎ USA Today has listed Diversified as a Best Financial Advisory Firm. Diversified is ranked 19th on the list of 500, and contributing factors to the ranking include assets under management, growth and recommendations from clients and peers. Diversified was also ranked 7th in the AUM category for assets between 1-5 billion. USA Today 2024 Best Financial Advisory Firms report is an annual survey that ranks companies based on AUM (assets under management), growth and recommendations from clients and peers. Data is obtained via Statista. Diversified did not pay a fee to be included. This ranking was released on April 24, 2024 and covers the time period of April 2023-2024. The award provider is USA Today based on data from Statista. Criteria for the award includes RIA, US based, AUM growth and client/peer recommendations. Use of Third Party Rankings Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Registrant is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of the Registrant by any of its clients. The Registrant did not pay a fee to disseminate this information, although these publications have a financial incentive (paid subscriptions) to publish such information, and the Registrant may pay a fee to subscribe to such publications. The Registrant’s Chief Compliance Officer, David Levy, remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. ↩︎