A complete list of active advisors currently associated with Dversify Advisors LLC

Warmer can help you find a great advisor at Dversify Advisors LLC or one who fits your needs even better.

Dversify Advisors delivers automated, non-discretionary investment advice and financial planning to individual clients through an interactive website, offering analyses such as retirement-income planning, Social Security and RMD strategy, equity-compensation and concentrated-stock analysis, real-estate and business/entity planning, and tax-related modeling. The firm does not execute trades or hold custody of client assets; clients receive reports on the platform and implement recommendations at their chosen custodians. Recommendations are generated by software-based models that use client-supplied inputs and public data, and an automated assistant helps clients interpret their reports; firm personnel handle technical or administrative matters but do not expand, negotiate, or individually rework a client’s recommendations. The service is non-discretionary and delivered on demand, with no ongoing account monitoring unless a client returns to the platform and submits updated information. What is distinctive is the firm’s exclusive, digital delivery through a separately owned technology affiliate and platform: the adviser approves the advisory content and model rules, but the affiliate hosts the infrastructure and retains generated records, creating a material operational dependency. The firm recently transitioned from a human-delivered advisory model to subscription-based, platform-only delivery, serves a very small client base, reports no regulatory assets under management, and operates with a single supervised person responsible for compliance.

To learn more about the advisors currently working at Dversify Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.