Diversified LLC has been Named One of the United States’ top RIAs in the Country.
Source: Diversified LLC
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Sarah Thomas
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Diversified LLC has been Named One of the United States’ top RIAs in the Country.
Financial Advisor Magazine released their list of “Top RIAs in America” naming Diversified, LLC among the top.
Financial Advisor Magazine has announced that Diversified, LLC will be joining their list of “Top RIAs in America.” This announcement comes off the heels of the Philadelphia Business Journal naming Diversified as one of the Best Places to Work – and being voted as a Best Place to Work by Investment News.
Diversified has reported that acquisitions have been one of the contributing factors to its growth with the recent purchases of Alabama based Marca Life Planning and Massachusetts based HeRo Financial. “What differentiates us is ‘everything under one roof’ to give people back their time. The most precious thing in life is time, and when you can structure your company around giving people their time back, it makes you stand out in the marketplace.” said Diversified CEO, Michael Fisher on the firm’s recent expansion. In an effort to provide everything under one roof, Diversified also own a tax company and partners with insurance, estate planning and other financial service providers.
Diversified is managed and co-owned by CCO David Levy and President Andrew Rosen who joined the firm in 2010. “At Diversified, without our clients we’re nothing.” said Andrew. “That’s why our clients come first and we’re continually improving our company, our processes, and expanding our employees in order to give our clients more value.”
Financial Advisor Magazine’s 2023 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 2023 RIA Survey & Ranking can be found on the Financial Advisor Magazine website. Diversified did not pay to be included in these results.
