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DIVERSIFY ADVISORY SERVICES, LLC
CRD 326060 · SEC 801-128675
9017 S RIVERSIDE DR., SUITE 210, SANDY, UT, 84070, United States
Phone
801-890.7577
Fax
801-838-9988
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.65B
Discretionary AUM
$4.02B
Team
206 total employees; 110 advisory reps; 40 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4398 | $2.33B |
| High net worth individuals | 802 | $2.03B |
| Pension/profit sharing plans | 106 | $278.6M |
| Corporations/business entities | 16 | $14.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.animascapital.com/
- https://www.advancedgroup.biz/
- https://www.linkedin.com/company/diversify-inc/
- http://www.providencewealthadv.com
- https://www.gomezcorporation.com/
- https://www.linkedin.com/company/diversify-advisor-network/
- https://www.westridgewealth.com/
- http://www.ashpac.com
- http://www.bridgeequities.com
- https://www.linkedin.com/company/dfpg-investments-inc-/
- https://klkcapital.com/
- https://dreamplanlive.com/
- http://www.joindiversify.com
- https://www.providencewealthadv.com/
- https://www.cipollafis.com/
- https://www.parkview-wealth.com/
- http://www.globalwealthpartnersinc.com
- https://www.ranchoprivatewealth.com/
- https://regevgroup.com/
- http://www.firstfinancialcenterofdallas.com
- https://marchfwd.com/
- http://www.butlerfinancial.com
- https://www.keywealthmgmt.com/
- https://www.platinumwealthgroup.com/
- https://www.iconawealth.com
- https://www.sparkfinancialservice.com/
- https://www.remwealthadvisors.com
- https://www.evergreenadvisorgroup.com
- http://www.diversify.com
- https://capatafinancial.com/
- https://gradycapitalgroup.com/
- https://www.inventawealth.com/
- https://investlonghorn.com
- https://www.hardingfinancial.net/
- https://resilientwm.com/
Official SEC filing: View on IAPD