Inventa Wealth Joins Diversify, Adding $450M to Advisor Platform

Diversify Advisor Network (Diversify), a financial advisor-led wealth management platform, has officially welcomed Inventa Wealth Advisors, a $450 million advisory firm previously affiliated with Ameriprise. This move is part of Diversify’s mission to support experienced advisors seeking autonomy, equity, and meaningful practice growth in today’s highly consolidated financial services landscape.

1. Inventa’s Strategic Move

• Inventa brings a $450M client practice to Diversify’s Independent Platform.
• Based in Salt Lake City, the Inventa team includes:
  • Travis Kell
  • Jason Collier
  • Steve Tate
  • Steve Williams
  • Chalise Westenskow
  • Blair Perry
• These seasoned advisors chose Diversify to:
  • Maintain control of their practice.
  • Access growth-enabling resources without losing identity.
  • Avoid becoming a statistic in large-scale M&A activity.

“We have built a great business and don’t want to be just a statistic or bystander.” — Jason Collier, Inventa Wealth Advisors

2. Diversify’s Distinctive Model

• Unlike aggregation-focused platforms, Diversify emphasizes:
  • Advisor-first values
  • Customization over commoditization
  • Equity participation and succession planning
• Diversify’s multi-affiliation structure supports:
  • 1099 Independent RIA affiliation (via Diversify Advisory Services)
  • W-2 RIA model (via Diversify Wealth Management’s Partner Platform)
  • Integrated broker-dealer services (via DFPG Investments)

“Advisors are tired of being the leverage—not the priority—in these transactions.” — Ryan Smith, CEO, Diversify

3. Platform Scale and Opportunity

• Post-Inventa integration, Diversify now oversees approximately $10 billion AUM.
• The platform’s hybrid structure allows:
  • Seamless transitions between business models.
  • Succession planning for long-term viability.
  • Equity ownership for advisors invested in the platform’s future.

The addition of Inventa Wealth Advisors reinforces Diversify’s advisor-centric model, offering top-tier talent a home that values autonomy and partnership over acquisition and aggregation. As consolidation continues across the wealth management landscape, Diversify’s commitment to empowering advisors with strategic flexibility and meaningful growth paths sets it apart in a crowded market.

Follow GlobalFinTechEdge to explore how financial advisor platforms are redefining independence, equity, and scalable support in wealth management.