Diversify Advisory Services, LLC

RIASEC Registered

Total AUM

$4.6B

Discretionary

$4B

86% of AUM

Avg account

$359K

Accounts

12,951

Employees

206

Advisory reps

115

Firm details

Headquarters: South Jordan, Utah
CRD number: 326060
Registered since: August 31, 2023
Website: www.diversify.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.03%
HNWI43.66%
Pension & Profit Sharing Plans5.99%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Diversify Advisory Services, LLC is an independent registered investment adviser structured as an LLC. The firm is SEC-registered (2023) and presents itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements span percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm reports affiliations that include broker-dealer and insurance relationships and may act as a sponsor or managing member for pooled vehicles.