Diversify Advisor Networks Adds Eight Advisers With $440 Million of Assets
Mike McCann
Diversify Advisor Network, an adviser-founded and adviser-led wealth management firm, has recruited Perspective Financial Services, a Phoenix-based firm with $290 million in assets under management.
Perspective was founded in 2003 by industry veteran Mike McCann. McCann boasts a team of seven seasoned advisers, most of whom have been with Perspective for over 15 years. They will join Diversify Wealth Management, Diversify’s W-2 affiliation model registered investment adviser.
“This was a big win for the Diversify family,” said Jina Horton, vice president of business development at Diversify. “The entire Perspective team has an extraordinary dedication to their clients and their community. They align perfectly with the long-term vision we are creating at Diversify.”
McCann, too, discussed the alignment his firm anticipates with Diversify.
“We were seeking a strategic partner that had the same kind of vision, agility, and responsiveness we provide to meet our clients’ needs,” said McCann. “We are delighted to be partnered with a group in which there is mutual trust and respect. This firm is led by a team who truly understands the needs of advisers. That is hard to find today.”
In addition to Perspective, Diversify welcomed Jason Zivich, formally with WealthSource, to its independent RIA, Diversify Advisory Services. Zivich is based out of Manhattan Beach, Calif., and oversees $150 million in assets from ultra-high-net-worth investors.
Zivich was with J.P. Morgan Securities from 2012 to 2019, Chase Investment Services Corp. in 2012, and Wells Fargo Advisors from 2011 to 2012. He has his FINRA Series 7 and 66 licenses.
“These recent additions illustrate perfectly the strategy we have implemented,” said Ryan Smith, chief executive officer of Diversify. “With a multi-affiliation model, advisers can choose a path that makes the best sense for them at that stage in their career. Advisers need optionality and a clear path of succession.”
In April 2024, Key Advisors Wealth Management, a Delaware-based firm with $645 million in AUM, joined Diversify Wealth Management. This was the fourth acquisition of the year for Diversify. In January, Diversify Wealth Management acquired three Utah-based wealth management firms: Caliber Wealth Management, FirstPurpose Wealth, and Diversify, Inc., which collectively oversee approximately $2.1 billion in assets. Through its merger with Caliber, Diversify also launched a Retirement Plan Advisory Services program in May.
Diversify Advisor Network offers three affiliation models. Diversify Wealth Management is a W-2 affiliation-model RIA referred to as the partner platform. Diversify Advisory Services operates as a 1099 independent-affiliation RIA platform, while DFPG Investments serves as a full-service independent broker-dealer. The network has approximately $8 billion in total assets.
Diversify Advisor Network is a privately held, full-service independent wealth management firm founded by seasoned advisers and industry leaders. The firm has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
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