Diversified, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated March 22, 2026, reports $2.8B in regulatory assets under management, 53 employees, 10 offices, and 6,570 accounts.
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
1,154
2
HNWI
41.4%
828
3
Pension Plans
0.5%
11
4
Corporations
0.4%
8
Additional categories (<0.1%)
Pooled Investment Vehicles<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of March 22, 2026
Discretionary97.7%
$2.7B
98% of total RAUM97.7%
Non-discretionary2.3%
$64M
2% of total RAUM2.3%
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.
Total AUM$2.8B
Total Accounts6,570
10Y AUM Change+$1.2B (+79.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee38:1
10Y Employee Change+12 (+29.3%)
* 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.