Diversify Advisor Network welcomed Inventa Wealth Advisors, a $450 million practice from Ameriprise, to their Independent Platform in Salt Lake City, Utah.
Inventa's team of industry veterans joined Diversify to grow their business with resources and support, emphasizing the need to be heard in their growth.
Diversify now manages approximately $10 billion in assets through their multi-affiliation model, offering independent RIA and W-2 RIA platforms, along with broker-dealer capabilities.
Diversify's structure allows advisors to scale, plan for succession, and potentially pursue equity ownership as their practice expands.