WILMINGTON, DE — 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 The Philadelphia Business Journal ranking Diversified as a Finalist for Best Place to Work in Philadelphia for the second year in a row. This announcement follows another recent award from USA Today where Diversified, LLC joined their list of “Best Financial Advisory Firms 2024.”
Diversified is headquartered in Wilmington, DE with offices in Wayne, PA, Birmingham, AL, Alpharetta, GA, Cape Cod, MA, and Northampton, MA. They offer comprehensive financial planning and investment management with an integrated tax office, located in West Chester, PA.
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 2024 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 2024 RIA Survey & Ranking can be found on the Financial Advisor Magazine website. Diversified did not pay to be included in these results.
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