Diversify Advisory Services, LLC
Sandy, UT·SEC-registered · CRD #326060
Diversify Advisory Services, LLC is an SEC-registered investment advisory firm in Sandy, UT managing $4.6B across 18k client accounts, with 110 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.6B
Client accounts
18k
Advisory staff
110
Fee model
Fee-based
How Diversify Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Diversify Advisory Services, LLC
How much does Diversify Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (06/25/2026), Diversify Advisory Services, LLC reports $4.6B in regulatory assets under management across roughly 18k client accounts.
How does Diversify Advisory Services, LLC charge?
Diversify Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Diversify Advisory Services, LLC a fiduciary?
Yes. Diversify Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #326060), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Diversify Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Diversify Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Sandy, UT
Profile compiled from Diversify Advisory Services, LLC's public SEC Form ADV filing (CRD #326060, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Diversify Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Diversify Advisory Services, LLC? Claim this profile.