Diversified LLC Named As A Best Place To Work For Financial Advisors

Diversified LLC Named As A Best Place To Work For Financial Advisors

Investment News Names Diversified As A Best Place To Work In The Medium Category.

Investment News has listed Diversified as a Best Place to Work for Financial Advisors. This announcement follows another recent award 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 The Philadelphia Business Journal.   

This is the third year in a row that Diversified has made the list of Best Places to Work for Financial Advisors. Diversified was selected second in the medium category, encompassing companies with 30-49 employees. Diversified is headquartered in Wilmington, DE and has offices in Wayne, PA, Birmingham, AL, Alpharetta, GA and Cape Cod, MA.

Diversified is managed and co-owned by CCO David Levy and President Andrew Rosen who joined the firm in 2010. “At Diversified, we continually prioritize the well-being of our employees.” said Andrew. “Our core values stress the importance of work-life balance, and we genuinely care for each person that helps us make Diversified a wonderful place for our clients.”

Investment News 2024 Best Places to Work report is an annual survey that ranks companies based on employer and employee feedback via surveys from Best Companies Group. Diversified did not pay a fee to be included. This award was received in February 2024 and covers the time period of February 2023-2024. Employees were surveyed in the fall of 2023. The award provider is Investment News. Criteria for the award includes RIA, IBD or dual registration, US based, 15 employees and one year of business. To be eligible, 80% of employees must participate.