The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

65. Diversified Management

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Diversified Management, based in Milwaukee, WI, is ranked No. 65 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.6B

Years in Business: 29

Accounts Under Management: 1,611

Previous appearances on FA 100 List: 3 (No. 61 in 2021)

Principals:

Michael Schmidt, Chairman, President & Chief Compliance Officer

Michael Egan, Managing Director & Chief Investment Officer

Contact:

diversifiedmanagement.com

330 East Kilbourn Avenue, Suite 1475, Milwaukee, WI 53202

(414) 292-1900