Diversified At A Glance
HQ: Wilmington, DE
AUM: $1.42B RIA & $96M BD
CEO: Michael Fisher
Office Locations: 6
What are the Points of Alignment I need to be aware of should I choose to join the Diversified Team?
What is Diversified Building?
Diversified has experienced significant growth in recent years as shown below.
Organic growth historic rates:
- 2022 11.50%
- 2021 12.93%
- 2020 8.41%
- 2019 12.28%
- 2018 12.89%
- 2017 9.42%
Partner Value Proposition | Why should you consider Diversified?
“Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing our clients and employees with everything they need to achieve their goals and dreams.
As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals.”
“Michael Fisher joined the Diversified team in 2019. Michael has over 20 years of financial services industry experience. In his role as CEO, Michael focuses on managing the day-to-day functions of our executive team and over 30 staff members across three organizations.
Michael is also the managing partner of Diversified Tax and Diversified Insurance our two sister companies. ”
How We Grow Together
Diversified is committed to helping advisors grow. They have enlisted the support of senior advisors who understand marketing strengths and share best practices across the firm. This sharing fosters an environment of continuous improvement.
Diversified is working on an internal Lead Gen system and also purchases lead generation for the partner office to help growth. The leadership sends out two weekly value-add emails to clients and prospects. There are monthly newsletters, local events, and Zoom educational videos available.
Diversified also has an active social media presence to drive additional business. Diversified handles all of the office marketing efforts on behalf of advisors, including daily-, weekly-, and monthly social posts, email, local events, etc. All of these are lifted off of the advisor.
The firm also utilizes Dave Ramsey’s network for additional leads.
Diversified has had double-digit growth in four of the last six years. Through their marketing efforts, they aim to continue this growth pattern.
The Financial Times: 2020 Top 300 Registered Investment Advisers
The 2020 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research, and 300 RIA firms were ranked based on data submitted by some 760 qualified RIA firms across the nation. As identified by the FT, the listing reflects each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300. For more information about the ranking, please click here.
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. Diversified did not pay to be included in this list.
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:
Financial Advisor Magazine’s 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 this list.
Best Places to Work for Financial Advisors
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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.
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.