London-based financial publishing and information group, Citywire names Diversified LLC the fastest growing RIA in Delaware. Diversified LLC has a total of $1.2b in assets under management. Diversified has reported that acquisitions have been one of the contributing factors to its growth with the recent purchase of Alabama based Marca Life Planning for $67m in April.
Citywire methodology includes publicly reported data including AUM and employee numbers. Nominees could not compensate Citywire in order to be considered or nominated.
Beyond the First State, Diversified also maintains a footprint in the greater Philadelphia area with offices in Wayne, PA and is managed and co-owned by CCO David Levy (CFP) and President Andrew Rosen (CFP, CEP) who joined the firm in 2010.