Diversified, LLC has been named to the Forbes Top RIA Firms 2023

Forbes lists Diversified LLC as a Top RIA for 2023 out of 42,643 nominations

Diversified, LLC has been named to the Forbes Top RIA Firms 2023. The list of the 250 best RIA firms nationwide represents 0.5% of the firms nominated and is the result of extensive independent analysis by Shook Research. Shook Research bases its analysis on survey data, telephone, in-person, and virtual interviews of advisors, as well as publicly available firm data.

This announcement follows additional recent awards from Financial Advisor Magazine where Diversified, LLC joined their list of “Top RIAs in America.” Diversified is also on the Best Place to Work list from Investment News and the Philadelphia Business Journal.   

Diversified is headquartered in Wilmington, DE, and has additional offices in Wayne, PA, Birmingham, AL, Cape Cod, MA, Alpharetta, GA and a tax office in West Chester, PA. President Andrew Rosen feels that clients are at the core of the business. “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.”

“Our team atmosphere helps us to excel at what we do, we are in the people business,” said Diversified CEO, Michael Fisher. “By hiring the right people, and putting them into the right position that gives them purpose and energy, we collectively work together to create a world-class experience for our clients.”

Forbes  2023 Top RIA ranking was developed and conducted by SHOOK Research. Diversified did not pay to be included in these results. SHOOK Research used an algorithm of qualitative criteria gained through interviews in combination with quantitative data including revenue, AUM, compliance records, industry experience, and best practices. There were 42,643 nominations received. This award is solely for RIA companies. This award was received in October 2023 and covers the previous 12-month period.  

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