Diversified LLC Named As 19th Best Financial Advisory Firm in US by USA Today

USA Today has listed Diversified as a Best Financial Advisory Firm. Diversified is ranked #19 on the list of 500, and contributing factors to the ranking include assets under management, growth and recommendations from clients and peers. This announcement follows another recent award from Financial Advisor Magazine where Diversified, LLC joined their list of “Top RIAs in America” and The Philadelphia Business Journal where Diversified was named as a Top Money Manager. Diversified is also on the Best Place to Work list from The Philadelphia Business Journal.   


Diversified was also ranked 7th in the AUM category for assets between 1-5 billion. Diversified is headquartered in Wilmington, DE and has offices in Wayne, PA, Birmingham, AL, Alpharetta, GA, Cape Cod, MA and Northampton, MA.


Diversified is managed and co-owned by CCO David Levy and President Andrew Rosen who joined the firm in 2010. CEO Michael Fisher attributes the growth of the firm to the value placed on client focus, and the talent from employees.


USA Today 2024 Best Financial Advisory Firms report is an annual survey that ranks companies based AUM (assets under management), growth and recommendations from clients and peers. Data is obtained via Statista. Diversified did not pay a fee to be included. This award was received in April 2024 and covers the time period of April 2023-2024. The award provider is USA Today. Criteria for the award includes RIA, US based, AUM growth and client/peer recommendations.