DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD #118261 SEC #801-70541 TOWN AND COUNTRY, MO 800-307-0376
SEC Registered
Total AUM
$512.2M
Discretionary
$501.4M
Employees
3
Clients
0
Accounts
860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $512.2M | $501.4M | $10.7M | 3 | 0 |
| Oct 2025 | $512.2M | $501.4M | $10.7M | 3 | 0 |
| Jul 2025 | $512.2M | $501.4M | $10.7M | 3 | 0 |
| Mar 2025 | $512.2M | $501.4M | $10.7M | 3 | 0 |
| Apr 2024 | $451.2M | $445.1M | $6.1M | 5 | 0 |
| Mar 2024 | $451.2M | $445.1M | $6.1M | 5 | 0 |
| Nov 2023 | $381.5M | $359.6M | $21.9M | 5 | 0 |
| Mar 2023 | $381.5M | $359.6M | $21.9M | 5 | 0 |
| Mar 2022 | $459.3M | $440.2M | $19.1M | 6 | 0 |
| Apr 2021 | $414.1M | $378M | $36.1M | 5 | 0 |
| Jun 2020 | $331.5M | $252.8M | $78.7M | 4 | 0 |
| Mar 2019 | $274.4M | $226.3M | $48M | 4 | 0 |
| Mar 2018 | $277.5M | $245.9M | $31.6M | 4 | 0 |
| Mar 2017 | $233.3M | $187.2M | $46.2M | 4 | 472 |
| Sep 2016 | $208.8M | $157.4M | $51.5M | 4 | 472 |
| Mar 2016 | $208.8M | $157.4M | $51.5M | 4 | 472 |
| Mar 2015 | $207.6M | $147.2M | $60.3M | 4 | 415 |
| Feb 2015 | $199.7M | $31.2M | $168.5M | 4 | 402 |
| Apr 2014 | $199.7M | $31.2M | $168.5M | 4 | 402 |
| Mar 2014 | $199.7M | $31.2M | $168.5M | 4 | 402 |
| Mar 2013 | $158.6M | $25.3M | $133.3M | 4 | 300 |
| Mar 2012 | $125.1M | $16.3M | $108.8M | 1 | 300 |
| Dec 2011 | $120.2M | $16.3M | $103.9M | 1 | 300 |
| May 2011 | $120.2M | $16.3M | $103.9M | 5 | -- |
| Apr 2011 | $120.2M | $16.3M | $103.9M | 5 | -- |
| Apr 2011 | $120.2M | $16.3M | $103.9M | 5 | -- |
| Mar 2011 | $120.2M | $16.3M | $103.9M | 5 | -- |
| Feb 2011 | $87.1M | $7.6M | $79.5M | 5 | -- |
| Jun 2010 | $87.1M | $7.6M | $79.5M | 5 | -- |
| Apr 2010 | $87.1M | $7.6M | $79.5M | 5 | -- |
DateNov 2025
Total AUM$512.2M
Discretionary$501.4M
Non-Disc.$10.7M
Employees3
Clients0
DateOct 2025
Total AUM$512.2M
Discretionary$501.4M
Non-Disc.$10.7M
Employees3
Clients0
DateJul 2025
Total AUM$512.2M
Discretionary$501.4M
Non-Disc.$10.7M
Employees3
Clients0
DateMar 2025
Total AUM$512.2M
Discretionary$501.4M
Non-Disc.$10.7M
Employees3
Clients0
DateApr 2024
Total AUM$451.2M
Discretionary$445.1M
Non-Disc.$6.1M
Employees5
Clients0
DateMar 2024
Total AUM$451.2M
Discretionary$445.1M
Non-Disc.$6.1M
Employees5
Clients0
DateNov 2023
Total AUM$381.5M
Discretionary$359.6M
Non-Disc.$21.9M
Employees5
Clients0
DateMar 2023
Total AUM$381.5M
Discretionary$359.6M
Non-Disc.$21.9M
Employees5
Clients0
DateMar 2022
Total AUM$459.3M
Discretionary$440.2M
Non-Disc.$19.1M
Employees6
Clients0
DateApr 2021
Total AUM$414.1M
Discretionary$378M
Non-Disc.$36.1M
Employees5
Clients0
DateJun 2020
Total AUM$331.5M
Discretionary$252.8M
Non-Disc.$78.7M
Employees4
Clients0
DateMar 2019
Total AUM$274.4M
Discretionary$226.3M
Non-Disc.$48M
Employees4
Clients0
DateMar 2018
Total AUM$277.5M
Discretionary$245.9M
Non-Disc.$31.6M
Employees4
Clients0
DateMar 2017
Total AUM$233.3M
Discretionary$187.2M
Non-Disc.$46.2M
Employees4
Clients472
DateSep 2016
Total AUM$208.8M
Discretionary$157.4M
Non-Disc.$51.5M
Employees4
Clients472
DateMar 2016
Total AUM$208.8M
Discretionary$157.4M
Non-Disc.$51.5M
Employees4
Clients472
DateMar 2015
Total AUM$207.6M
Discretionary$147.2M
Non-Disc.$60.3M
Employees4
Clients415
DateFeb 2015
Total AUM$199.7M
Discretionary$31.2M
Non-Disc.$168.5M
Employees4
Clients402
DateApr 2014
Total AUM$199.7M
Discretionary$31.2M
Non-Disc.$168.5M
Employees4
Clients402
DateMar 2014
Total AUM$199.7M
Discretionary$31.2M
Non-Disc.$168.5M
Employees4
Clients402
DateMar 2013
Total AUM$158.6M
Discretionary$25.3M
Non-Disc.$133.3M
Employees4
Clients300
DateMar 2012
Total AUM$125.1M
Discretionary$16.3M
Non-Disc.$108.8M
Employees1
Clients300
DateDec 2011
Total AUM$120.2M
Discretionary$16.3M
Non-Disc.$103.9M
Employees1
Clients300
DateMay 2011
Total AUM$120.2M
Discretionary$16.3M
Non-Disc.$103.9M
Employees5
Clients--
DateApr 2011
Total AUM$120.2M
Discretionary$16.3M
Non-Disc.$103.9M
Employees5
Clients--
DateApr 2011
Total AUM$120.2M
Discretionary$16.3M
Non-Disc.$103.9M
Employees5
Clients--
DateMar 2011
Total AUM$120.2M
Discretionary$16.3M
Non-Disc.$103.9M
Employees5
Clients--
DateFeb 2011
Total AUM$87.1M
Discretionary$7.6M
Non-Disc.$79.5M
Employees5
Clients--
DateJun 2010
Total AUM$87.1M
Discretionary$7.6M
Non-Disc.$79.5M
Employees5
Clients--
DateApr 2010
Total AUM$87.1M
Discretionary$7.6M
Non-Disc.$79.5M
Employees5
Clients--