DIVERSIFIED RESOURCES, LLC
SEC RegisteredSIMPLIFY YOUR FINANCIAL LIFE
About the firm
Diversified Resources, LLC is a registered Investment Advisor and independent Broker Dealer located in Warwick, Rhode Island, founded in 1983 by George E. Wright. The firm provides comprehensive financial planning advice while remaining independent of any financial companies. Its mission is to help clients create, conserve, and ultimately transfer their wealth through a relationship-focused and holistic client experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers comprehensive financial planning, retirement and income planning, risk management and insurance solutions, education funding for children and grandchildren, estate planning guidance, financial considerations before/during/after divorce, and second opinion services.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 511 | $106M |
| High Net Worth Individuals | 129 | $157M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,500,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Over $2,500,000 | 0.40% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIVERSIFIED RESOURCES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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