Boston-Based Advisor Team with $170M in Assets Joins Diversify from Commonwealth

SANDY, Utah, Sept. 11, 2025 /PRNewswire/ -- Diversify, a leading advisor-founded and advisor-led wealth management platform, today announced that financial advisors Marcus Papajohn and Kevin O'Sullivan have joined the firm from Commonwealth, bringing approximately $170 million in total assets. Their arrival follows the June addition of Inventa Wealth Advisors, a $450 million team that joined Diversify from Ameriprise, underscoring the firm's accelerating momentum.

Based in Boston, Papajohn and O'Sullivan have launched their new independent practice under the name Boston Wealth Advisory Group, joining Diversify's growing national network of entrepreneurial advisors. Their team is known for serving a wide range of clients, with a particular focus on first responders, nurses, and other community heroes who dedicate their lives to serving others.

"Kevin and Marcus exemplify the type of advisors who thrive at Diversify—entrepreneurial, client-focused, and committed to a long-term partnership," said Ryan Smith, Chief Executive Officer at Diversify. "Advisors are tired of being the leverage in M&A deals. Their decision to align with Diversify underscores the growing demand for partnerships that prioritize the advisor and provide independence without sacrificing resources, support, or culture."

For Papajohn and O'Sullivan, the move represents an opportunity to expand their ability to serve clients while maintaining the personal, boutique-style approach they've become known for.

"We wanted a partner that shares our values and gives us the freedom to build our business our way," said Kevin O'Sullivan, Co-Founder of Boston Wealth Advisory Group. "Diversify allows us to stay independent while giving us access to personalized support and institutional-level resources."

Marcus Papajohn, Co-Founder, added: "Many of our clients—nurses, police officers, and firefighters—spend their lives taking care of others. It's our privilege to take care of them. Diversify's robust support model allows us to do that at the highest level."

Overseeing approximately $10 billion in assets, Diversify offers a flexible multi-affiliation model that allows advisors to select the partnership structure that best aligns with their career goals. Advisors may opt for a 1099 independent partnership or choose to monetize their business through Diversify's equity Partner Platform. Regardless of the chosen path, the firm's core priorities remain enduring partnerships and delivering a remarkable, best-in-class experience for every advisor.

About Diversify
Diversify is a privately held, full-service independent wealth management firm founded by seasoned advisors and industry leaders. The firm provides institutional-grade infrastructure and resources, complemented by a culture of partnership, autonomy, and strategic growth. Investment advisory services are offered through Diversify Advisory Services, LLC (DAS) and Diversify Wealth Management, LLC (DWM). Securities are offered through DFPG Investments, LLC, member FINRA/SIPC.

Media Contact:
Jina Horton
Diversify Advisor Network
[email protected]

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SOURCE Diversify Advisor Network