Data / Investment advisers / Missouri / Diversified Financial Advisors, LLC
Diversified Financial Advisors, LLC, Town and Country, MO: $586 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Diversified Financial Advisors, LLC is an SEC registered investment adviser with its main office in Town and Country, Missouri and reports $586 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include pension and profit sharing plans, individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 118261
- SEC file number
- 801-70541
- SEC status
- Approved, effective September 11, 2009
- Main office
- 14323 South Outer Forty Rd Suite 210 South, Town and Country, MO 63017
- Phone
- (800) 307-0376
- Website
- diversifiedfa.com
- Regulatory AUM
- $585,889,856 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $578,302,205
- Non discretionary AUM
- $7,587,651
- Accounts
- 846
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 131 | $386.4 million |
| Individuals (other than high net worth individuals) | 475 | $124.5 million |
| High net worth individuals | 35 | $74.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $585.9 million | March 27, 2026 |
| December 1, 2025 | $512.2 million | November 14, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Investment Center | Saint Joseph | $689.3 million | Not listed | adviserinfo.sec.gov |
| Foundation Wealth Management, LLC | Clayton | $660.6 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
| Axius Advisors LLC | Saint Charles | $623.8 million | Not listed | adviserinfo.sec.gov |
| Alexander Labrunerie & Co., Inc. | Columbia | $618.9 million | Not listed | adviserinfo.sec.gov |
| Monetary Management Group Inc | St Louis | $583.8 million | Not listed | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | $563.4 million | 2 | adviserinfo.sec.gov |
| Strongbox Wealth, LLC | Lee's Summit | $562.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Diversified Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.