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Diligent Investors, LLC

Updated today

Total assets under management

$663,058,489

Total clients

761

25% high-net worth

Total advisors

3

of 3 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

254

Average account size

$871,299

About

Diligent Investors advises individuals, high net worth clients, trusts, retirement plans and business entities through financial planning, consulting, and comprehensive portfolio management. As of December 31, 2025 the firm reports $663,058,489 in discretionary assets under management for 761 clients overseen by three advisors.

The firm employs proprietary asset allocation models and fundamental security analysis to build individualized portfolios, offering both long- and short-term purchases and maintaining cash in money market funds, high-grade commercial paper or short-term bond funds. Comprehensive portfolio management is primarily delivered through the firm’s wrap fee program, and the firm discloses the use of derivatives and borrowing (margin) in some separately managed accounts as part of its investment implementation toolkit.

What distinguishes Diligent Investors among its peers is the scale of coverage per advisor—roughly 250+ clients and about $220M in AUM per advisor—combined with sponsorship of a wrap fee program and permissioned use of derivatives and leverage in SMAs, features that are less common among similar team firms. The brochure also notes that representatives are registered with a broker-dealer and hold insurance licenses while the firm maintains a custodial relationship and receives certain support services from its primary custodian.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning General tax planning Charitable giving & philanthropy Business ownership considerations

Fee options

Fixed

Flat fees up to $5,000 for Financial Planning & Consulting services

Project-based

Up to $250 per hour for Financial Planning & Consulting services

Other

Fee-only: Hourly fee up to $250/hour; Flat fees up to $5,000 for Financial Planning & Consulting

Main office location

Diligent Investors, LLC

1447 Ford Street, Suite 200

Redlands CA 92374, United States

Number of offices

1

Most active in

Arizona · California · Florida · Idaho · Illinois · Iowa · Missouri · Nevada · Oregon · Tennessee · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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