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

11. Diversified Management

Diversified Management, based in Milwaukee, Wisconsin, is ranked No. 11 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 19 on last year's CNBC FA 100 list.

Total AUM: $1.2B+ (AccuPoint Solutions)

Years in Business: 26 (AccuPoint Solutions)

Accounts Under Management: 1,509 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 19 in 2019)

Principals:

Michael Schmidt, President & Chief Compliance Officer

Michael Egan, Senior Vice President

Contact:

diversifiedmanagement.com

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

(414) 292-1900