OAKS, PA — Diversified, LLC, a financial advisory firm, has crossed a significant threshold by surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. This achievement marks a major milestone in Diversified’s growth journey, largely attributed to its strategic partnership with SEI® (NASDAQ: SEIC). SEI has been instrumental in providing technology, operations, and asset management support, underscoring its commitment to the Registered Investment Advisor (RIA) community.
The partnership with SEI has been pivotal in facilitating Diversified’s recent expansions, which include new offices in Georgia and Massachusetts. Under the leadership of President Andrew Rosen, CFP®, CEP®, and CEO Michael Fisher, CFP®, the firm is headquartered in Wilmington, DE, with branches in Wayne, PA, Birmingham, AL, Alpharetta, GA, Cape Cod, MA, and Northampton, MA.
Diversified serves around 2,000 client households, offering comprehensive financial planning with the mission of helping clients “Experience Lifelong Wealth.” The firm leverages SEI’s broad range of capabilities, including SEI Private Trust Company’s client asset custody structure, integrated technology for advisors and investors, SEI’s investment strategies, and a dedicated service model to enhance client service.
Andrew Rosen commented on the partnership’s impact: “As we focus on growing and scaling our business for the future, the seamless integration of SEI’s technology and custody solutions, as well as the stability, optionality, and community that SEI provides, continue to make a difference. We do what we do to make our clients’ lives easier, save them time, and redirect their efforts to the things they love, and SEI delivers those same benefits for our business.”
He emphasized that managing over $2 billion is a testament to the dedication of Diversified’s team, which includes financial planners, investment specialists, and client experience professionals. “We chose SEI as a strategic partner years ago, and our decision is validated on a nearly daily basis. SEI’s team is simply an extension of us—and coupled with the breadth of the company’s capabilities, they’re a key accelerant to our growth.”
Erich Holland, Executive Managing Director of Client Experience for SEI’s Advisor business, highlighted the collaboration’s success: “We remain steadfast in our commitment to enabling advisors to operate more efficiently, so they can serve their clients more effectively. The continued expansion of our relationship with Diversified shows how we can best support the totality of a growing advisory enterprise—whether we’re solving for business evolution or transition, a financial advisor’s needs, or an investor’s individual goals.”
He congratulated Diversified on its accomplishment, noting the impactful advice the firm provides to its clients. “We’re honored to help Diversified be a more meaningful part of their clients’ lifelong financial stories and look forward to serving their growing team for years to come,” Holland added.
This milestone reflects Diversified’s dedication to delivering exceptional financial services and SEI’s role in empowering its partners to achieve significant growth.
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