Menu
Menu
Icon of a burger menu
Icon of an arrow pointing right
Who we serve
Icon of an arrow pointing right
Alaris Advantage
Icon of an arrow pointing right
How it works
Icon of an arrow pointing right
Our results
Icon of an arrow pointing right
About us
Icon of an arrow pointing right
Explore Buyers
Icon of an arrow pointing right
M&A Knowledge Center
Icon of an arrow pointing right
Contact us
get started
get started
Icon of an arrow pointing right
Have an account? log in
Account
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
VALUATION CALCULATOR
VALUATION CALCULATOR
menu
Icon of an arrow pointing right
log in
Icon of an arrow pointing right
log in

Diversified, LLC

Wilmington, Delaware
Website:
https://diversifiedllc.com/
331709
Wilmington, Delaware
Website:
https://diversifiedllc.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$1,553,770,000
Fee model
Hybrid Legacy
Number of employees
55
Custodians

SEI

Schwab

Description

Diversified is an SEC registered RIA founded in 1982 with headquarters in Wilmington DE. It’s their goal to have everything clients need for Lifelong Wealth under one roof – from comprehensive financial planning and investment management to tax planning and insurance services, at all stages of a client’s life. While focusing on client success, they are also seeking to acquire advisory teams and businesses who are looking for scalability and leverage for their growing firms or seeking a succession plan to monetize some or all of their businesses. Through professional, hands-on management of each relationship, Diversified has a successful track record of integrating and growing businesses. Diversified brings in over $300 Million a year in new gross AUM. Diversified has been awarded as one of the Top Places To Work for financial planning firms in their size category across the country. Diversified takes work-life balance and employee satisfaction very seriously and it was named Best Place to Work in Philadelphia per the Philadelphia Business Journal multiple years in row. Diversified hopes to remove non-core business activities from advisors' plates so that they can flourish.

Locations

985 Old Eagle School Rd Wayne PA 19087
Private Residence East Boston MA
3705 Concord Pike Wilmington DE 19803
Private Residence Birmingham AL
355 Bridge St Ste 1A Northampton MA 1060
2300 Lakeview Pkwy Ste 700 Alpharetta GA 30009
2200 Concord Pike Ste 104 Wilmington DE 19803
2100 Southbridge Pkwy Ste 650 Birmingham AL 35209
11675 Great Oaks Way Ste 101 Alpharetta GA 30022

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Mortgage services
Executive Compensation Planning
Sub Advisory Services to other advisors

Recent News

Diversified Celebrates Major Milestone with SEI
One Year at Diversified: Living Our Values and Looking Ahead
See less
See more
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisitions

Number of Acqusitions
6

Success

General Overview of Client Experience

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Operational Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio.

Expansion of Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Organic Growth

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Practice Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Organic Growth

Growth Channels
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

AUM Growth

Styled Chart.js Example
Data Currently Unavailable

Technology

Overview

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Points of Alignment

Brand Adoption

[Description]

Client Experience

[Description]

Investment Management

[Description]

Practice Management

[Description]

Growth Profile

[Description]

Planning Recommendations

[Description]

Centralization of Operations

[Description]

Financial Decisions

[Description]

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisition Model

Acquisition Type
Lorem ipsum dolor sit amet
Earnout Availability
Lorem
Max Cash
Lorem ipsum  sit amet
Max Equity
Lorem ipsum dolor amet
Retention Terms
Lorem ipsum dolor sit amet
Share Ongoing Economics
Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Client Experience

General Overview of Client Experience

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Planning Philosophy and Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Philosophy

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Team

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Data Room

Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Diversified, LLC's Ideal Partner

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quot

Company Videos

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Show your interest

Ready to show your interest to the buyer?

Register interest
Register interest
Hybrid Legacy
SEI
Schwab
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Insurance
Qualified / Non Qualified Plans
Retirement / Income Planning
Tax Preparation
Mortgage services
Executive Compensation Planning
Sub Advisory Services to other advisors