Diversified
Diversified, LLC is a fee-only fiduciary RIA founded in 1980, serving individuals, families, business owners, executives, and nonprofits through integrated retirement, tax, estate, and investment planning across eight offices in six states and virtual nationwide.
- Company typePrivate
- Founded1980
- HeadquartersWilmington, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Diversified does
Diversified, LLC is a fiduciary financial advisory firm founded in 1980 by Frank Levy and headquartered in Wilmington, Delaware, operating as a registered investment adviser with the SEC. The firm serves individuals, families, business owners, executives, and nonprofit organizations through an integrated planning model that combines retirement planning, tax-aware investment management, estate coordination, and wealth-transfer advisory. It holds eight physical offices across Pennsylvania, Delaware, Alabama, Georgia, Michigan, and Massachusetts, supplemented by virtual planning relationships for nationwide reach.
The firm's core product is comprehensive financial planning delivered through a fee-only fiduciary model with subscription/recurring advisory fees billed annually. Supporting platforms include the Lifelong Wealth Planner client portal, with integrations to Fidelity, Schwab, and SEI for account access. Diversified operates adjacent wholly-owned subsidiaries — Diversified Tax (tax preparation and planning), Diversified Insurance (life insurance and related coverage), and Diversified for Advisors (a platform serving other financial advisors) — which together form an integrated service ecosystem. The professional team holds multiple designations including CFP, CPA, CFA, CEP, FPQP, CTS, ABFP, CRPC, EA, MT, AIF, and TPCP, supporting the firm's tax-and-estate coordination proposition.
Diversified's go-to-market is sales-led and consultative rather than product-led: it relies on expert commentary from Executive Chairman Andrew Rosen (Forbes contributor and conference speaker), earned media coverage in USA Today, MarketWatch, and Nasdaq, and a steady cadence of educational blog content. It does not use intermediaries or resellers. The firm was ranked 19th on the USA Today 2024 list of 500 Best Financial Advisory Firms and 7th in the $1-5B AUM category, and has been named a Best Place to Work for Financial Advisors by InvestmentNews every year from 2022 through 2025. Andrew Rosen currently leads the firm as Executive Chairman following founder Frank Levy's retirement.
Diversified firmographics
Firmographics- Name
- Diversified
- Legal name
- Diversified, LLC
- Website
- https://diversifiedllc.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Diversified, LLC is a fee-only fiduciary RIA founded in 1980, serving individuals, families, business owners, executives, and nonprofits through integrated retirement, tax, estate, and investment planning across eight offices in six states and virtual nationwide.
- Ownership category
- akta.pro rank
Diversified industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Diversified is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Diversified business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-only fiduciary advisory services where the firm is legally obligated to act in clients' best interest. The firm offers transparent fee structure with coordinated tax and estate collaboration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services with transparent pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Diversified product offering
Product offeringCore offering
Diversified, LLC is a fiduciary financial advisory firm delivering comprehensive retirement and tax planning that integrates financial planning, tax-aware investment management, estate coordination, and retirement income strategy into unified long-term plans. The firm serves individuals, families, business owners, executives, professionals, and nonprofit organizations through eight physical offices across multiple US states, supplemented by virtual planning relationships nationwide, with sub-brands including Diversified Tax, Diversified Insurance, and the Lifelong Wealth Planner client portal.
Product overview
Diversified is a fiduciary financial advisory firm offering a unified platform of financial planning services. The core offering is comprehensive financial planning integrating retirement planning, tax strategy, estate coordination, and investment management. Supporting sub-brands include Lifelong Wealth Planner (client planning portal), Diversified Tax (tax preparation and planning services), and Diversified Insurance (life insurance products). Services are delivered through multiple service modules including Retirement Planning, Investment Planning, Estate & Legacy Planning, Business Planning, College Planning, Social Security Planning, Charitable/Legacy Planning, Employee Benefits, Executive Equity Compensation, and Mortgage and Home Equity Analysis. The firm serves clients nationwide with offices across multiple states.
Differentiator
Problem solved
Functional benefit
Brands
- Lifelong Wealth: Integrated financial planning and investment management platform for clients
- Diversified Tax
- Diversified Insurance
- Diversified for Advisors
Products and services
- Comprehensive Financial Planning Services
- Lifelong Wealth Planner
Companies that use Diversified
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles5 records
Diversified technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Diversified partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- CPAs and Tax ProfessionalscoreDiversified collaborates with certified public accountants as part of their integrated planning approach, coordinating tax strategy with financial planning and estate coordination.
- Estate Planning AttorneyscoreThe firm works with estate planning attorneys to structure trusts, manage estate tax exposure, and align wealth transfer strategies with family goals.
- Insurance ProfessionalscoreDiversified coordinates with insurance professionals as part of their comprehensive financial planning services.
- Liberty MutualminorInsurance provider used by Diversified Insurance for life insurance and other insurance products.
- ProgressiveminorInsurance provider used by Diversified Insurance for various insurance products.
- TravelersminorInsurance provider used by Diversified Insurance for insurance product offerings.
- PersonalUmbrella.comminorInsurance provider used by Diversified Insurance for umbrella insurance products.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Diversified competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA serving individual investors and business owners with financial planning, investment management, and advisor support services. Comparable to Diversified on comprehensive planning offering, multi-state advisor footprint, and inclusion of tax and business owner services.
- Wealth Enhancement Group: Independent wealth management firm offering financial planning, tax, retirement, and estate services to individuals and businesses. Comparable to Diversified on integrated planning, multi-state office footprint, and active advisor acquisition strategy.
- Mercer Advisors: National RIA focused on holistic financial planning, investment management, tax, and estate services for households and business owners. Comparable to Diversified on integrated planning model, target client base (pre-retirees, executives, business owners), and multi-state office network.
- Mariner Wealth Advisors: Independent RIA providing integrated financial planning, tax, estate, and investment services to high-net-worth individuals and families. Comparable to Diversified on client segment (pre-retirees, executives, business owners), integrated service model, and multi-office national presence.
- Hightower Advisors: RIA partnership platform serving high-net-worth and ultra-high-net-worth clients through advisor teams with planning, investment, and wealth services. Comparable to Diversified on advisor-led fiduciary model, target client base, and emphasis on integrated wealth advice.
- Edelman Financial Engines: Large national RIA providing financial planning, investment management, and retirement advice to individuals and families. Comparable to Diversified on fiduciary planning-led model, retirement-income focus, and broad household client segment.
- Creative Planning: Large independent, fee-only RIA offering comprehensive financial planning, tax, estate, and investment management to individuals and business owners. Closely comparable to Diversified on integrated planning model, fee-only fiduciary positioning, and multi-state national footprint.
- Sanctuary Wealth: RIA platform partnering with high-net-worth advisors to deliver wealth planning, investment, and family office services. Comparable to Diversified on advisor-centric model, HNW and executive client focus, and integrated planning approach.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Diversified social profiles
Digital presenceDiversified financial estimates
Financial estimateRevenue estimate
Valuation estimate
Diversified leadership team
Management profileNumber of profiles
Profiles6 records
Diversified subsidiaries and ownership
Company hierarchySubsidiaries3 records
Diversified funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Diversified M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Diversified
What does Diversified do?
Diversified, LLC is a fiduciary financial advisory firm delivering comprehensive retirement and tax planning that integrates financial planning, tax-aware investment management, estate coordination, and retirement income strategy into unified long-term plans. The firm serves individuals, families, business owners, executives, professionals, and nonprofit organizations through eight physical offices across multiple US states, supplemented by virtual planning relationships nationwide, with sub-brands including Diversified Tax, Diversified Insurance, and the Lifelong Wealth Planner client portal.
Is Diversified a public or private company?
Diversified is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Diversified founded?
Diversified was founded in 1980. It employs 11 to 50 people.
Where is Diversified based?
Diversified is headquartered in Wilmington, United States, in the North America region.
How does Diversified make money?
One revenue line is on record: investment Advisory Fees.
Who are Diversified's main competitors?
Direct peers on record are Carson Group, Wealth Enhancement Group, Mercer Advisors, Mariner Wealth Advisors, Hightower Advisors, Edelman Financial Engines, Creative Planning and Sanctuary Wealth.
Does Diversified have an API?
No public API is recorded for Diversified.
What industry is Diversified in?
Diversified's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.