Diversify Advisors Expands Wealth Management Reach with Inventa
Diversify Welcomes New Advisors and Expands its Assets
Diversify Advisor Network is making headlines with the exciting addition of Inventa Wealth Advisors, a wealth management practice valued at $450 million. This move marks a significant step for Diversify as it enhances its robust independent platform created by advisors, for advisors. The incorporation of Inventa not only signifies growth but also reflects the network's dedication to providing unparalleled support to financial professionals.
Meet the Inventa Team Joining Diversify
Inventa Wealth Advisors brings a seasoned group of industry experts to Diversify. Key team members include Travis Kell, Jason Collier, Steve Tate, Steve Williams, Chalise Westenskow, and Blair Perry. Ryan Smith, the CEO of Diversify, expressed his enthusiasm, stating, “We are honored to have the Inventa team join the Diversify family. This experienced group of advisors adds significant value to our community, and we eagerly anticipate partnering with them as they embark on the next chapter of their business.”
The Importance of Stability for Advisors
As mergers and acquisitions continue to reshape the wealth management landscape, many advisors are seeking more stability and clarity in their practices. Jason Collier of Inventa noted the desire for resources and support while ensuring their voices are heard. “We have built a great business and don’t want to be just a statistic,” he asserted, emphasizing the alignment of interests with Diversify.
A Different Approach to Wealth Management
Smith further highlighted the ongoing concerns regarding the current trend in the industry. “This incessant rollup activity may be great for valuations, but advisors are tired of being leveraged and not prioritized in these transactions,” he remarked. Diversify offers a refreshing alternative through its unique multi-affiliation model, allowing advisors to thrive independently while benefiting from valuable support and resources.
Managing $10 Billion in Assets
With this latest addition, Diversify now oversees approximately $10 billion in assets. The company operates on two fronts: Diversify Advisory Services provides a 1099 independent RIA affiliation, while Diversify Wealth Management offers a traditional W-2 RIA platform, widely known as the Partner Platform. Additionally, DFPG Investments brings full-service broker-dealer capabilities to the table, further amplifying their service offerings.
About Diversify Advisor Network
Diversify Advisor Network is a private, full-service independent wealth management firm established by a dedicated group of seasoned financial advisors and industry leaders. Their mission is to provide high-quality infrastructure and resources while fostering an environment ripe for partnership, autonomy, and strategic growth. Investment advisory services are offered through Diversify Advisory Services, LLC (DAS) and Diversify Wealth Management, LLC (DWM), with securities facilitated through DFPG Investments, LLC, a reputable member of FINRA/SIPC.
Get in Touch
For those interested in learning more about Diversify Advisor Network and its offerings, they can visit their official website. They create a welcoming environment for both clients and advisors, focusing on growth and mutual success.
Media Contact:
Diversify Advisor Network
Jina Horton
Frequently Asked Questions
What is the significance of Inventa Wealth Advisors joining Diversify?
The addition of Inventa Wealth Advisors enhances Diversify's platform and broadens its asset management capabilities, reinforcing its commitment to advisor-led growth.
Who are the key members of Inventa?
The key members include Travis Kell, Jason Collier, Steve Tate, Steve Williams, Chalise Westenskow, and Blair Perry, all seasoned advisors bringing experience to Diversify.
How much assets does Diversify manage now?
Diversify currently manages approximately $10 billion in assets, showcasing its substantial presence in the wealth management industry.
What platforms does Diversify offer to advisors?
Diversify provides both a 1099 independent RIA affiliation platform and a W-2 RIA platform known as the Partner Platform, catering to various advisor needs.
What is Diversify's approach towards advisor support?
Diversify focuses on empowering advisors by providing the necessary resources, stability, and a priority in business decisions, ensuring they aren’t just statistics in the industry.
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