Tech stack
No one at Diversified Financial Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
B
Broadridge Business Process Outsourcing, LLC
Per Form ADV · $220M held · filed Apr 2024
LPL Financial
Per Form ADV · $142M held · filed Apr 2024
A
Advisor Trust
Per Form ADV · $83M held · filed Apr 2024