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DIVERSIFY ADVISORY SERVICES, LLC
CRD 326060File 801-128675
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.65B
Top 25% of cohort (national)
Discretionary AUM
$4.02B
Non-discretionary $633.0M
Clients
5,322
12,951 accounts
Employees
206
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 31, 2023
- Principal office
- 10876 S RIVER FRONT PKWY, SUITE 600, SOUTH JORDAN, UT, 84095
- Phone
- 801-890.7577
- Website
- http://www.diversify.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.65B
- Discretionary AUM
- $4.02B
- Non-discretionary AUM
- $633.0M
- Discretionary accounts
- 7,790
- Non-discretionary accounts
- 5,161
- Total accounts
- 12,951
- AUM per client
- $874K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $14.7M |
| High net worth individuals | 802 | $2.03B |
| Pension and profit sharing plans | 106 | $278.6M |
| Individuals (other than high net worth individuals) | 4,398 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 171 | 206 | increased by35 |
| Apr 1, 2026 | Clients | 3,698 | 5,322 | increased by1,624 |
| Apr 1, 2026 | AUM | $3,206,698,268 | $4,648,787,397 | increased by$1,442,089,129 |
| Apr 1, 2026 | Accounts | 8,318 | 12,951 | increased by4,633 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DIVERSIFY ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DIVERSIFY ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.