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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2024
- Office Locations
- 10
Office Locations
About Diversified, LLC
Diversified LLC is an SEC-registered investment adviser providing comprehensive financial planning and investment management, with tax, insurance, estate and mortgage guidance to keep client needs under one roof. The firm serves pre-retirees/retirees, executives, families, business owners and nonprofits nationwide (via multiple offices and virtual service). Portfolio strategy is led by a CIO and investment committee through its Lifelong Investment Philosophy; named a USA Today Top 20 advisory firm (2024).
Reported data analysis
What the numbers show
Between December 1, 2025 and August 4, 2026, reported AUM increased 34.2%, from $2.1B to $2.8B.
Across 3 reported observations, AUM increased 79.6% between October 14, 2024 and August 4, 2026, from $1.6B to $2.8B.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 34 advisory representatives and 2,002 clients, or 58.9 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 10 reported office locations and 2 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANDREW SCOTT ROSEN
Executive Chairman, President
- CRD
- #4722997
- Ownership
- 25% but less than 50%
KYLE HILL
Financial Advisor, General Partner, SENIOR PARTNER, Senior Wealth Advisor
- CRD
- #4250662
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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JOHN DAVID ANDERSON
--
- CRD
- #1670032
NICKLAUS MICHAEL AREDDY
Partner, Senior Wealth Advisor
- CRD
- #6203261
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,726,837,211 | $416,884 |
| Non-Discretionary | $64,290,167 | $2,216,902 |
| Total | $2,791,127,378 | $424,829 |
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Separately Managed Accounts
SMA allocation detail is available
Diversified, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Diversified, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.