Partnership | Diversify Advisor Network

True Partnership Experience

At Diversify, we actively seek out exceptional partners who run high-quality businesses. Our partners are leaders and founders who prioritize sustainable long-term growth, value creation, and consistency. They are not seeking affiliation with yet another private equity-backed aggregator. We are not constrained by economic incentives or fund guidelines that dictate how your organization should be operated or when it must be sold to the next firm. As advisors, entrepreneurs, and business operators ourselves, we have built an organization that is wholly dedicated to delivering a true partnership experience.

Independent Partnership

Many advisors value retaining their independence, brand identity, and complete ownership of their practice. At the same time, they aim to alleviate the burdens associated with owning and operating their own RIA. Advisors want to prioritize fostering client relationships, rather than becoming overly burdened by the management of technology needs, practice administration, asset management, and the ever-changing regulatory landscape.

Through the Diversify Advisory Services RIA platform, advisors can maintain their desired independence while accessing the tools, resources, technology, investment solutions, and regulatory support of the entire Diversify platform. This allows them to concentrate on scaling their business, enhance profitability, and, most importantly, they can devote more time supporting the needs of their clients.

Equity Partnership

It is no secret that the wealth management industry is filled with mergers, acquisitions, and aggregations. Although these transactions may bring benefits for advisors and their investors, they can also lead to a substantial misalignment of interest and potentially harm the practices that advisors have worked so hard to create. The decision to sell a practice is one that warrants careful consideration.

At Diversify, we have established a unique equity partnership program. Whether you are the owner of an RIA or affiliated with a corporate RIA platform, we offer a diverse range of partnership structures tailored to meet the specific needs of business owners. Advisor partners typically receive consideration in the form of upfront proceeds, accompanied by equity that resides alongside our founders and fellow partners. The partnership is crafted to be aligned, flexible, and patient.

Clear Succession Plan

Advisors in the Diversify independent partnership program may eventually choose to sell a portion of their practice and become equity partners in our holding company. As our independent advisors seek to create a succession plan, monetize their practice, or hold equity in the Diversify organization, we offer a pathway whereby these partners may achieve these career objectives. Our objective is to construct a progressive career path that empowers our advisors to serve as appropriate stewards for the businesses they have worked so hard to create.

Start a Conversation

We look forward to telling you more.

Call 801-838-9999 or Send an Email Below

Enter Your Email(Required)

The Partnership

True Partnership Experience

Independent Partnership

Equity Partnership

Clear Succession Plan

Start a Conversation

Call 801-838-9999 or Send an Email Below

Start a Conversation