Diversified Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Diversified Financial Advisors reports 641 clients. They include 475 individual clients, 131 pension and profit-sharing plans, and 35 high-net-worth individuals. Of its assets, 98.7% ($578M across 843 accounts) are managed with discretion; $7.59M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 21% |
| High-net-worth individuals | 5% | 13% |
| Pension and profit-sharing plans | 20% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 475 | $125M | 21.3% | $262K |
| High-net-worth individuals | 35 | $74.9M | 12.8% | $2.14M |
| Pension and profit-sharing plans | 131 | $386M | 66.0% | $2.95M |
| Total | 641 | $586M | 100% | $914K |
- Clients
- 475
- Regulatory AUM
- $125M
- AUM share
- 21.3%
- Avg. per client
- $262K
- Clients
- 35
- Regulatory AUM
- $74.9M
- AUM share
- 12.8%
- Avg. per client
- $2.14M
- Clients
- 131
- Regulatory AUM
- $386M
- AUM share
- 66.0%
- Avg. per client
- $2.95M
Total
- Clients
- 641
- Regulatory AUM
- $586M
- AUM share
- 100%
- Avg. per client
- $914K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Diversified Financial Advisors is paid through a percentage of assets under management and hourly charges; its fees and minimums are set out in its brochures on the SEC website.
Jeremy Trybula owns 50% to 75% of Diversified Financial Advisors. The leadership team of Diversified Financial Advisors includes President Joseph Trybula. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
- 1 soliciting firm
- Owns 50% to 75% of Diversified Financial Advisors, LLC
Jeremy Trybula
Control person · since April 2024
- Owns 50% to 75% of Diversified Financial Advisors, LLC
Joseph Trybula
Control person · since April 2024
Diversified Financial Advisors’ regulatory assets grew from $414M (April 2021) to $586M (August 2026); clients rose from 456 to 641 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $586M | 641 | 3 | 1 |
| Jul 2025July 2025 | $512M | 622 | 3 | 1 |
| Apr 2024April 2024 | $451M | 603 | 5 | 2 |
| Mar 2023March 2023 | $381M | 991 | 5 | 2 |
| Mar 2022March 2022 | $459M | 574 | 6 | 2 |
| Apr 2021April 2021 | $414M | 456 | 5 | 1 |
Besides its headquarters, Diversified Financial Advisors has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 14323 South Outer Forty RD, Suite 210 South, Town and CountryHQ
Contact and registration details
- Legal name
- Diversified Financial Advisors, LLC
- Headquarters
- 14323 South Outer Forty RD, Suite 210 South, Town and Country, MO 63017
- Website
- diversifiedfa.com
- Phone
- 800-307-0376
- SEC file
- 801-70541
- Structure
- Missouri LLC
- Fiscal year end
- December
Diversified Financial Advisors’ named custodians for separately managed accounts are Broadridge Business Process Outsourcing ($363M, 65%) and LPL Financial ($199M, 35%). Diversified Financial Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $199M35%
- Broadridge Business Process OutsourcingBroadridge Business Process Outsourcing, LLC · Edgewood, NY · $363M65%
At year end, Diversified Financial Advisors’ separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Cash2%
How many clients does Diversified Financial Advisors have?
Diversified Financial Advisors has 641 clients and manages $586 million for them, as of August 2026. They include 475 individual clients, 131 pension and profit-sharing plans, and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Diversified Financial Advisors offer?
Diversified Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Diversified Financial Advisors use?
Diversified Financial Advisors’ separately managed account assets are held at Broadridge Business Process Outsourcing, LLC (Edgewood, NY), with $363M and LPL Financial LLC (Boston, MA), with $199M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Diversified Financial Advisors have?
Diversified Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Diversified Financial Advisors invest in?
At the end of its last fiscal year, Diversified Financial Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Diversified Financial Advisors?
Diversified Financial Advisors’ direct owners are Jeremy Trybula (50% to 75%) and Joseph Trybula (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Diversified Financial Advisors get paid?
Diversified Financial Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Diversified Financial Advisors?
Diversified Financial Advisors’ main office is at 14323 South Outer Forty RD, Suite 210 South, Town and Country, MO 63017. Its phone number is 800-307-0376. Its website is diversifiedfa.com.