TOWN AND COUNTRY, MOCRD 118261Latest ADV March 27, 2026
Diversified Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Town And Country, MO. Its latest Form ADV filing, dated March 27, 2026, reports $586M in regulatory assets under management, 3 employees, and 846 accounts.
Assets Under Management
$586M
Employees
3
Offices
--
Total Clients
641
Primary office
TOWN AND COUNTRY, MO
14323 SOUTH OUTER FORTY RD, SUITE 210 SOUTH, TOWN AND COUNTRY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
475
2
Pension Plans
20.4%
131
3
HNWI
5.5%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$586Mas of March 27, 2026
Discretionary98.7%
$578M
99% of total RAUM98.7%
Non-discretionary1.3%
$8M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$586M
Total Accounts846
10Y AUM Change+$353M (+151.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee214:1
10Y Employee Change-1 (-25.0%)
* 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.