Affiliation Options
Choose the path that fits your vision.
Flexibile Affiliation Model
We offer multiple affiliation models for advisors, providing the flexibility entrepreneurs need to realize their business goals and vision.
Diversify Advisory Services
Independent Partnership
RIA Platform
For independent advisors who want to retain full ownership and autonomy, Diversify offers competitive payout structures and flexible economic packages paired with a comprehensive suite of support services tailored to the unique needs of each advisor’s practice.
Diversify Wealth Management
Equity Partnership
RIA Platform
An equity partnership offers firm owners unique opportunities to monetize their business and achieve scale. Owners benefit from our institutional resources and the mindshare of other growth-oriented advisors, while taking equity alongside our founders.
DFPG Investments
Broker-Dealer Services
Advisors seeking broker-dealer solutions can access DFPG Investments, Diversify’s affiliated broker-dealer, and tap into a full suite of products, services, and support. Dually registered advisors and registered representatives can seamlessly manage both broker-dealer and RIA business within a single, integrated platform.
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Diversify Advisory Services
Independent Partnership
RIA Platform
For independent advisors who want to retain full ownership and autonomy, Diversify offers competitive payout structures and flexible economic packages paired with a comprehensive suite of support services tailored to the unique needs of each advisor’s practice. They join a national network of like-minded peers focused on differentiating themselves in a crowded wealth management industry while growing their practices and serving their clients more effectively.
Independent advisors retain full ownership of their practices, brands, and client relationships. The platform is designed to support your independence while allowing you to operate with clarity, control, and flexibility.
Advisors gain access to institutional-grade infrastructure across compliance, operations, technology, and investment support. These resources are designed to enhance efficiency and scalability without compromising autonomy.
The independent model features clear and competitive payout structures designed to support consistent and transparent compensation. This structure enables advisors to prioritize flexibility and income while operating independently on the platform.
Independent advisors become part of a national community of professionals who share best practices, insights, and experience. This network provides perspective and collaboration without imposing centralized control.
Despite its national reach, the platform prioritizes a culture that is grounded in shared values and long-term relationships. Advisors are supported by a team that prioritizes integrity, respect, and partnership.
Partners receive access to dedicated financial and business advisory resources, including real-time reporting, benchmarking, and strategic planning. This owner-level insight helps partners make informed decisions to scale intelligently, enhance profitability, and maximize long-term enterprise value.
Independent Advisor Testimonial
Advisor Name
Branch Office
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Peter Burnham
Diversify
"If you're looking for a place where your clients' needs will be taken care of, a world-class investment team, a hands-on service team... you should seriously consider working with Diversify."
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Diversify Wealth Management
Equity Partnership
RIA Platform
Diversify gives advisors a unique opportunity to unlock the value of their practice—without handing it over to private equity or getting absorbed by a large aggregator. Instead, advisors can monetize their practice while also retaining equity directly in Diversify’s holding company, alongside its founders. Advisors gain access to institutional-scale resources, strategic support, and the collective mindshare of a community of growth-driven peers.
Partners participate as equity owners alongside the firm’s founders and leadership team, creating long-term alignment around growth, governance, and value creation. Our structure is designed to reward sustained contribution and shared success over time.
The equity partner model combines upfront liquidity with competitive ongoing compensation, while preserving meaningful participation and alignment in the firm’s long-term enterprise value. Equity ownership provides a durable economic interest that extends beyond individual production.
Partners gain access to a network of like-minded owners through regular partner events and forums focused on collaboration and best-practice sharing. These relationships foster innovation, accountability, and collective strengthening of the platform.
Equity partnership provides an in-place succession framework—whether you are planning a future exit or prioritizing long-term client continuity. Our structure allows you to reduce key-person risk while enabling thoughtful transitions aligned with client and firm objectives.
Partners receive access to dedicated financial and business advisory resources, including real-time reporting, benchmarking, and strategic planning. This owner-level insight helps partners make informed decisions to scale intelligently, enhance profitability, and maximize long-term enterprise value.
Equity Advisor Testimonials
Todd Nuttall
Caliber Wealth
"You want to to know that the person that's in that foxhole with you or in those trenches with you has experienced it, have been there before… With Diversify, that's exactly what you get."
Eddie Ghabour
Key Advisors Wealth Management
"Their team is probably the best that I've ever seen in the industry, and I'm not just saying that."
Broker-Dealer Advisor Testimonials
Travis Kell
Inventa Wealth Advisors
“At Diversify, we have direct access to leadership. They know the names of our kids and dogs. They really care.”
Travis Kell
Inventa Wealth Advisors
“At Diversify, we have direct access to leadership. They know the names of our kids and dogs. They really care.”
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DFPG Investments
Broker-Dealer Services
Broker-Dealer Platform
Advisors seeking broker-dealer solutions can access DFPG Investments, Diversify’s affiliated broker-dealer, and gain access to a full suite of industry-leading products and services. Dually registered advisors and registered representatives can seamlessly manage both broker-dealer and RIA business within a single, integrated platform.
What's Next
A Clear Path of Succession
At Diversify, advisors can create a clear path for the future of their practice on their own terms. When goals change, they have the ability to monetize their business without seeking outside solutions, ensuring a smooth transition that reflects their timing and priorities. Throughout the process, they maintain the clarity, consistency, and client-focused approach that have defined their practice from the start.
Independent
Equity Partner
What's Next?
A Clear Path of Succession
At Diversify, advisors can create a clear path for the future of their practice on their own terms. When goals change, they have the ability to monetize their business without seeking outside solutions, ensuring a smooth transition that reflects their timing and priorities. Throughout the process, they maintain the clarity, consistency, and client-focused approach that have defined their practice from the start.
Industry Leading
Alternative Investments Team
Long recognized as a leader in the alternative investment industry, Diversify provides its advisors access to a carefully curated selection of alternative investment opportunities in real estate, private equity, private credit, structured notes, venture capital, and more.
Let’s Talk
Ready to build something better?
Schedule a confidential call to explore your options and see if Diversify is the right fit for you.
801.838.9999