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Financial Advisor Magazine Disclosure

 

Financial Advisor Magazine: 2021 #9 in Top 50 Fastest-Growing Registered Investment Advisor Firms

Financial Advisor Magazine: 2021 #337 in FA’s Ranking

 

The 2021 Financial Advisor Magazine Registered Investment Advisers Ranking and Top 50 Fastest-Growing Registered Investment Advisor Firms Ranking are independent listings produced by Financial Advisor Magazine (July 2021).

The entire list may be viewed at:

 

https://www.fa-mag.com/news/the-future-is-now-63028.html

Financial Advisor Magazine’s 2021 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. Additional disclosure information regarding the 2021 RIA Survey & Ranking can be found on the Financial Advisor Magazine website.

 

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 advisersNo 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.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Financial planning and Investment advisory services offered through Diversified, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Diversified, LLC are not affiliated companies.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.