The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

19. Diversified Management

Diversified Management manages a limited number of accounts in order to provide its select and private group of high-net-worth clients with the results and exceptional personal attention they deserve. The firm is free from conflicts of interest. It has no sales commission or volume targets to meet, because it has no compensatory ties to any financial product or company. This independence uniquely positions the firm to make objective recommendations and offer counsel based on the specific needs of clients.

Total AUM: $1.01B+

Years in Business: 25

Accounts Under Management: 1,498


Michael Schmidt, President & Chief Compliance Officer

Michael Egan, Senior Vice President


222 E. Erie Street, Suite 401, Milwaukee, WI 53202

(414) 292-1900