Partner Types


Preferred Plus

Diamond Consultants

Diamond Consultants provides objective business and career advice for independent advisors and those exploring the RIA business model.

A trusted industry leader for over two decades, Diamond Consultants provides financial advisors with the vast resources and knowledgeable expertise they need to build and grow independent advisory businesses. As an objective and independent third party, Diamond Consultants gives advisors within the Addepar community the information and insights necessary to develop well-defined firm operations and launch successful, long-lasting advisory careers.