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| Keyboard |
| Diversified Financial Advisors LLC
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|
|---|---|
| CRD # | 118261 |
| SEC # | 801-70541 |
| CIK # | |
| AUM | 585.9 M (2026-03-27) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-307-0376 |
| Address | 14323 South Outer Forty Rd Town and Country, MO 63017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 124.5 |
| (b) Individuals (high net worth individuals) | 35 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 131 | 386.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 846 | 585.9 |
| By Discretionary | ||
| Discretionary | 843 | 578.3 |
| Non-Discretionary | 3 | 7.6 |
| Total | 846 | 585.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 585.9 | |
| Total | 846 | 585.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 45-1575390 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Everpar Advisors LLC
✚
|
OK | 587.8 M |
|
Summa Corp
✚
|
TX | 587.2 M |
|
Castle Rock Wealth Management LLC
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CA | 587.1 M |
|
Squire Investment Management Company LLC
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UT | 586.7 M |
|
Kreitler Financial LLC
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|
CT | 584.9 M |
|
Wellspring Wealth Management LLC
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|
GA | 584.8 M |
|
Twin Peaks Wealth Advisors LLC
✚
|
584.8 M | |
|
Freedom Fiduciaries LLC
✚
|
ID | 584.6 M |
|
Hobbs Group Advisors LLC
✚
|
SC | 584.4 M |
|
Fortress Private Ledger LLC
✚
|
NC | 584.0 M |