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Diversify Recruits $650 Million Harding Financial Adviser Team Out of Boston

By Mari Nicholson

Diversify Recruits $650 Million Harding Financial Adviser Team Out of Boston
Christopher Donovan, Robert Doherty, Benjamin Harding, Kimberly Harding, & Matthew Angel

Diversify,  a Salt Lake City-based wealth management platform also known as Diversify Advisor Network, has recruited Harding Financial and Insurance, a Boston-based team of five advisers overseeing $650 million in assets.

Harding previously affiliated with NYLIFE Securities/Eagle Strategies. Its arrival to Diversify follows the recent additions of Boston Wealth Advisory Group, a $170 million team out of Boston, and $450 million Inventa Wealth Advisors based in Salt Lake City.

Harding Financial and Insurance is led by Ben and Kim Harding, who spent over two decades with New York Life and Eagle Strategies. They are joined by Rob Doherty, Matt Angel, and Chris Donovan.

“We have spent over a year searching out the best fit for what we refer to as Harding Financial 2.0,” said Ben Harding. “Taking care of our clients remains our top priority and we felt that Diversify provided us with the independence, resources, and personal touch that will allow us to continue to serve our loyal clients.”

“This is a very experienced team of advisers, who have built an amazing business,” said Ryan Smith, chief executive officer of Diversify. “They were understandably very methodical in their decision-making process, and we could not be more excited to welcome them to the Diversify family.”

This deal was led by Eric Edson, founder of Practice Solutions, a consulting and recruiting firm out of Irvine, Calif. “Having worked with hundreds of advisers, it’s especially rewarding to see two such high-quality groups align so naturally,” said Edson. “Teams who join Diversify, stay at Diversify. They have created a culture and commitment that is very much needed in the industry today.”

Diversify now oversees approximately $11.2 billion in assets across its flexible multi-affiliation platform, which includes a 1099 fully independent RIA solution, a W2 RIA channel referred to as the Partner Platform, that provides monetization and equity solutions, and a full-service integrated broker-dealer.

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