Asset manager · Town and Country, MO
Diversified Financial Advisors, LLC
SEC-registered investment adviser · CRD 118261 · SEC 801-70541
At a glance
Diversified Financial Advisors, LLC is an SEC-registered investment adviser based in Town and Country, Missouri, with $586 million in regulatory assets under management as of its Form ADV filed August 18, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 510 individual clients. By Form ADV it is a asset manager, ranked 1,608th of 3,218 asset managers and 7,187th of 17,210 SEC-registered advisers by assets.
Main office 800-307-0376diversifiedfa.comAs filed on Form ADV
- Regulatory AUM
- $586M
- Rank among asset managers
- #1,608 of 3,218
- Rank among all SEC RIAs
- #7,187 of 17,210
- Rank in Missouri
- #82 of 196
- Individual clients
- 510
- High-net-worth clients
- 35
- Accounts
- 846
- Discretionary
- 99% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jeremy TrybulaManaging Partner
- Joseph P. TrybulaManaging Partner/president/chief Compliance Officer
Custody and brokerage
2 custodians
- Broadridge Business Process Outsourcing$363M65%
- LPL Financial$199M35%
Other RIAs using Broadridge Business Process OutsourcingOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Diversified Financial Advisors, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
her Compensation Associated Persons of our firm are registered representatives with LPL Financial, a securities broker- dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 131 | $386M | 66% |
| Individuals | 475 | $125M | 21% |
| High-net-worth individuals | 35 | $75M | 13% |
Disciplinary disclosures
Diversified Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗diversifiedfa.com ↗
AtlasMembers
The full record on Diversified Financial Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,012 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Diversified Financial Advisors, LLC manage?
Diversified Financial Advisors, LLC reports $586 million in regulatory assets under management across 846 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 18, 2026.
What kind of firm is Diversified Financial Advisors, LLC?
Diversified Financial Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Diversified Financial Advisors, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($386 million, 131 clients); individuals ($125 million, 475 clients); high-net-worth individuals ($75 million, 35 clients).
Does Diversified Financial Advisors, LLC have any disciplinary history?
Diversified Financial Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Diversified Financial Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →