BLOOMFIELD HILLS, MICRD 108942Latest ADV March 26, 2026
Diversified Portfolios, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated March 26, 2026, reports $1.9B in regulatory assets under management, 19 employees, and 2,514 accounts.
Assets Under Management
$1.9B
Employees
19
Offices
--
Total Clients
665
Primary office
BLOOMFIELD HILLS, MI
39520 WOODWARD AVENUE, SUITE 200, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
478
2
HNWI
27.4%
182
3
Corporations
0.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 26, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts2,514
10Y AUM Change+$1.2B (+161.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee35:1
10Y Employee Change+13 (+216.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.