Diversify Advisory Services, LLC

RIASEC RegisteredEst. 2023

Total AUM

$4.6B

Discretionary

$4B

86% of AUM

Avg account

$359K

Accounts

12,951

Employees

206

Advisory reps

111

Firm details

Headquarters: Sandy, 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 that positions itself as a capital allocator for individual, family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and also advises on the selection of outside managers. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The adviser is not identified as an active ESG investor and reports relationships across the broker‑dealer, insurance and adviser communities — including roles as sponsor, general partner or managing member of pooled investment vehicles. Diversify registered with the SEC in 2023 and is structured as a limited liability company owned by domestic entities and individuals. The firm combines direct portfolio management with third‑party manager selection and occasional sponsorship of pooled vehicles, indicating a mix of discretionary management and manager-of-managers activity.