Diversified Lifelong Advisors Named One Of The Top 300 RIAs In The U.S. By Financial Times

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    Jasleen Kour
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Diversified Lifelong Advisors a financial planning and investment advisory firm based in Wilmington Delaware has been named one of the Top 300 Registered Investment Advisors (RIAs) in the United States by Financial Times (FT)

This is the seventh annual FT 300 list produced independently by Ignites Research a division of Money-Media Inc on behalf of Financial Times Ignites Research provides business intelligence on investment management

It's an honor to be named as one of the top 300 RIAs in the country alongside my committed team and partners said Andrew Rosen CFPÒ CEPÒ president partner and lifelong advisor at Diversified We are grateful to have incredibly committed colleagues as well as having the fortune to work with amazing clients who have made this possible

RIA firms applied for consideration having met a minimum set of criteria Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm's advisors; online accessibility; and compliance records There are no fees or other considerations required of RIAs that apply for the FT 300

We're a local family business who understands the importance of having a committed focus to our clients' experience and success said Michael Fisher CFPÒ CEO We accomplish this through a deeper and meaningful connection by continually guiding our clients to true happiness and fulfilment and by providing 'Everything they Need' to achieve Lifelong Wealth

The final FT 300 represents an impressive cohort of elite RIA firms as the median AUM of this year's group is $19 billion The FT 300 Top RIAs represent 39 different states and Washington DC

For media inquiries please contact Andrea Mazzola at 866-225-0920 ext 103 or [email protected]

About Company: Diversified Lifelong Advisors is a financial planning and investment advisory firm based in Wilmington Delaware The Diversified team comprises a large number of skilled CFPs CFAs insurance professionals attorneys accountants and support staff all of whom are respected experts in the industry of financial planning As a local family business serving executives professionals and retirees in Delaware and Pennsylvania the Diversified team welcomes the opportunity to be included in your circle of trusted advisors To learn more about Diversified Lifelong Advisors please visit https://lifelongadvisorscom/

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