Diversify Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sandy, UT. Its latest Form ADV filing, dated April 3, 2026, reports $4.6B in regulatory assets under management, 206 employees, 27 offices, and 12,951 accounts.
Assets Under Management
$4.6B
Employees
206
Offices
27 offices
Total Clients
5,322
Primary office
SANDY, UT
9017 S RIVERSIDE DR., SUITE 210, SANDY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
4,398
2
HNWI
15.1%
802
3
Pension Plans
2.0%
106
4
Corporations
0.3%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.6Bas of April 3, 2026
Discretionary86.4%
$4.0B
86% of total RAUM86.4%
Non-discretionary13.6%
$633M
14% of total RAUM13.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.6B
Total Accounts12,951
10Y AUM Change+$2.6B (+131.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees206
Clients per Employee26:1
10Y Employee Change+50 (+32.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.