The Diversify Difference
See why Diversify has become the forever-home for so many advisors.
How We’re Different
As advisors ourselves, we know the challenges you’re up against. Explore how Diversify tackles these frustrations differently, so you can focus on building the practice you’ve always envisioned. Advisors should expect a remarkable experience at every level.
How We’re Different
“I feel like I’m just a number.”
Are you one of thousands of advisors and feel like a small fish in a big ocean?
The Diversify Difference:
As the industry consolidates, advisors are losing their voice. They are too often treated like numbers, not partners, and confined to shrinking lanes of independence.
At Diversify, we grow selectively to stay the right size. Every advisor has access to decision-makers and their valuable insights matter. They receive personalized support to thrive, and their autonomy and independence is honored and valued.
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How We’re Different
“I feel like I’m just a number.”
Are you one of thousands of advisors and feel like a small fish in a big ocean?
The Diversify Difference:
As the industry consolidates, advisors are losing their voice. They are too often treated like numbers, not partners, and confined to shrinking lanes of independence.
At Diversify, we grow selectively to stay the right size. Every advisor has access to decision-makers and their valuable insights matter. They receive personalized support to thrive, and their autonomy and independence is honored and valued.
Add a Title
Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
How We’re Different
“I feel like I’m just a number.”
Are you one of thousands of advisors and feel like a small fish in a big ocean?
The Diversify Difference:
As the industry consolidates, advisors are losing their voice. They are too often treated like numbers, not partners, and confined to shrinking lanes of independence.
At Diversify, we grow selectively to stay the right size. Every advisor has access to decision-makers and their valuable insights matter. They receive personalized support to thrive, and their autonomy and independence is honored and valued.
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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.
Dave Laga
President
“If you're an advisor that wants to have access to key decision-makers, and want to make sure you have an exceptional experience, Diversify is the place for you.”
Common Problem:
“I feel like I’m just a number.”
Are you one of thousands of advisors and feel like a small fish in a big ocean?
The Diversify Difference:
As the industry consolidates, advisors are losing their voice. They are too often treated like numbers, not partners, and confined to shrinking lanes of independence.
At Diversify, we grow selectively to stay the right size. Every advisor has access to decision-makers and their valuable insights matter. They receive personalized support to thrive, and their autonomy and independence is honored and valued.
Jordan Hammer
VP, Advisor Solutions
“If the advisor is happy, we've done our job. And anything less than that, we don't tolerate.”
Common Problem:
“The service falls short of the cost.”
Do you feel like you’re not getting enough value for what you pay?
The Diversify Difference:
Successful advisors want competitive payouts, but more importantly, they want confidence they’re getting real value and support in return. With Diversify, you’re in control. You choose the services that fit your practice, and we build a compensation and support package tailored specifically to you. Value returned should always exceed value paid.
Common Problem:
“I’m tired of being the leverage in M&A deals.”
Do you have concerns about ownership changes and the uncertainty that creates for you and your clients?
The Diversify Difference:
We're advisor-founded, advisor-led, and free from private equity control. Advisors are tired of being the leverage in the short-term agenda of incessant rollup strategies.
Our stability gives you and your clients the confidence that the firm you choose today will be the same tomorrow, with your growth, not someone else’s exit strategy, as the priority.
Ryan Smith
Chief Executive Officer
“This entire company is run by and governed by advisors. Our entire board of directors is very successful advisors. We are free from private equity capital.
Common Problem:
“I can’t differentiate my practice.”
Does your platform limit your ability to stand out?
The Diversify Difference:
Tap into dedicated specialists in tax, asset management, alternative investments, estate planning, family office, marketing, business intelligence, and more. We equip you with the expertise and resources to elevate your practice and stand out.
Be different. Be better.
Jenie Connors
Wealth Advisor
“Because of the tools, the resources, and the support that Diversify has provided, I was able to grow a business from zero to rounding $200 million.”
Common Problem:
“Too much friction in my daily operations.”
Do disparate systems, inadequate support, and compliance roadblocks create undue friction for you and your team?
The Diversify Difference:
We regularly invest in and develop innovative technology designed to streamline your business. More importantly, we surround you with deep middle and back-office support and a dedicated concierge team. This innovation and support is all designed to remove friction and drive growth.
Our robust compliance team works as a collaborative partner to our advisors, taking the time to understand their unique goals. With a practical, proactive approach, they help protect both advisors and their clients while enabling advisors to move forward with confidence. Compliance at Diversify is designed to support growth and reduce friction, serving as a tailwind rather than a barrier.
Boyd Kezerian
Chief Financial & Information Officer
“We feel like if we can save advisors time, that allows them to redirect that time to the most important factor, which is building relationships with their clients.”
Common Problem:
“I don’t have adequate data to make real-time business decisions.”
Do you lack real-time data, benchmarking, and succession planning support?
The Diversify Difference:
Our business consultation team delivers real-time data, annual on-site consultations, and benchmarking to help you optimize, grow, and plan for succession.
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Common Problem:
“I don’t have a clear plan for the future of my practice. ”
Are you unsure about how to transition your practice when the time comes?
The Diversify Difference:
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.
Stuart Matheson
Chief Strategy Officer
“Diversify has a multiple affiliation model because the decisions advisors make about when to monetize their book of business, whether to stay independent, and what firm or firms to do it with, are some of the most financially impactful decisions they'll make throughout their career.”
Advisor Solutions team
Your Dedicated Concierge
At Diversify, every advisor is partnered with a dedicated and on-call Advisor Advocate, a concierge who understands the intricacies of your practice and is able to provide personalized, timely support and tailored solutions to help your practice fully leverage our innovative platform.
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