# Diversify Advisory Services, LLC

> Diversify Advisory Services, LLC is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 326060
- Filed as: DIVERSIFY ADVISORY SERVICES, LLC
- Also doing business as: ASHLAND PACIFIC, BOSTON WEALTH ADVISOR GROUP, BRIDGE EQUITIES, BUTLER FINANCIAL ADVISORS, CAPATA FINANCIAL, CIPOLLA FINANCIAL ADVISORS, CITY CENTER WEALTH ADVISORS, DARK HORSE PRIVATE WEALTH, EVERGREEN ADVISOR GROUP, FINANCIAL RESOURCES INC., FIRST FINANCIAL CENTER OF DALLAS, GLIDE FINANCIAL GROUP, GLOBAL WEALTH PARTNERS, INC., GRADY CAPITAL GROUP, GRIFFIN WEALTH PARTNERS, GROVE WEALTH ADVISORS, HARDING FINANCIAL & INSURANCE, ICONA WEALTH, INPAC WEALTH, INVENTA WEALTH ADVISORS, KLK CAPITAL MANAGEMENT, LLC, LIVE OAK INVESTMENT PARTNERS, LONGHORN FINANCIAL, MARCH FORWARD, MINSKY FINANCIAL GROUP, LLC, NUCLEUS FINANCIAL GROUP, PARKVIEW WEALTH ADVISORS, PLATINUM WEALTH GROUP, PROVIDENCE WEALTH ADVISORS, RESILIENT WEALTH MANAGEMENT, RIVER FINANCIAL GROUP, ROCKY MOUNTAIN WEALTH ADVISORS, SPARK FINANCIAL SERVICE, THS PRIVATE FAMILY OFFICE, WESTERMAN FINANCIAL, WESTRIDGE WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326060
- AdvisorCensus page: https://advisorcensus.com/firm/diversify-advisory-services-llc-south-jordan-ut-326060

## Quick answers

**How is Diversify Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Diversify Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Diversify Advisory Services, LLC located?**
Diversify Advisory Services, LLC's principal office is in South Jordan, UT, according to its Form ADV; the October 2026 filing also lists 30 other offices (Schedule D, Section 1.F).

**Is Diversify Advisory Services, LLC registered with the SEC or a state?**
Diversify Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326060.

**How much does Diversify Advisory Services, LLC manage?**
Diversify Advisory Services, LLC reports $4,648,787,397 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (86% discretionary).

**How have Diversify Advisory Services, LLC's assets and staff changed since 2023?**
In the Form ADV data for Diversify Advisory Services, LLC: Regulatory assets under management: $2,009,732,330 in the October 2023 data and $4,648,787,397 in the October 2026 data, up 131%. Total employees: 156 in October 2023 and 206 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Diversify Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,398); high net worth individuals (802); pension and profit sharing plans (but not the plan participants or government pension plans) (106).

**Which custodians does Diversify Advisory Services, LLC use?**
Diversify Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Diversify Advisory Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326060

**What changed in Diversify Advisory Services, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Westerman Financial. Added the business name Minsky Financial Group, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,648,787,397
- Discretionary: $4,015,810,779
- Non-discretionary: $632,976,618

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,398 | $2,326,012,237 |
| High net worth individuals | 802 | $2,029,468,428 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 106 | $278,588,917 |
| Corporations or other businesses not listed above | 16 | $14,717,815 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 206 total, 110 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bethlehem, PA
- Burlington, MA
- Dallas, TX
- Decatur, AL
- Dover, DE
- Durango, CO
- Greenville, SC
- Hilo, HI
- Honolulu, HI
- Irvine, CA
- Kirkland, WA
- Laguna Niguel, CA
- Lewes, DE
- Logan, UT
- Los Angeles, CA
- Manhattan Beach, CA
- Medford, OR
- Newport Beach, CA
- Orange, CA
- Orem, UT
- Pocatello, ID
- Rancho Santa Fe, CA
- Rockland, MA
- Round Rock, TX
- Salt Lake City, UT
- San Jose, CA
- Sandy, UT
- Santa Rosa, CA
- Thatcher, AZ
- Windsor, CO

### Websites listed on Form ADV (Item 1.I)
- ashpac.com
- bridgeequities.com
- butlerfinancial.com
- capatafinancial.com
- cipollafis.com
- diversify.com
- dreamplanlive.com
- evergreenadvisorgroup.com
- firstfinancialcenterofdallas.com
- globalwealthpartnersinc.com
- gomezcorporation.com
- gradycapitalgroup.com
- hardingfinancial.net
- iconawealth.com
- inventawealth.com
- investliveoak.com
- investlonghorn.com
- joindiversify.com
- klkcapital.com
- marchfwd.com
- minskyfinancial.com
- parkview-wealth.com
- platinumwealthgroup.com
- providencewealthadv.com
- pw.darkhorse.cpa/services
- ranchoprivatewealth.com
- regevgroup.com
- resilientwm.com
- riverfg.com
- sparkfinancialservice.com
- westermanfs.com
- westridgewealth.com
- LinkedIn @dfpg-investments-inc-
- LinkedIn @diversify-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2,009,732,330 | 156 | October 3, 2023 |
| October 2024 | $2,872,027,172 | 156 | August 23, 2024 |
| October 2025 | $3,206,698,268 | 171 | July 25, 2025 |
| October 2026 | $4,648,787,397 | 206 | September 18, 2026 |

Regulatory assets under management: $2,009,732,330 in the October 2023 data and $4,648,787,397 in the October 2026 data, up 131%.
Total employees: 156 in October 2023 and 206 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Westerman Financial.
- Added the business name Minsky Financial Group, LLC.

### September 2026
- No longer lists the business name The Crestwell Group.
- No longer lists the business name Serratelli Financial Group.
- No longer lists the business name Rancho Private Wealth.
- No longer lists the business name Gomez Corp.
- No longer lists the business name Advanced Wealth Strategies Group.
- Added the business name Dark Horse Private Wealth.

### August 2026
- Added the business name River Financial Group.
- Added the business name Live Oak Investment Partners.

### July 2026
- No longer lists the business name Inpac Wealth Solutions.
- Added the business name Inpac Wealth.

### April 2026
- No longer lists the business name Key Advisors Wealth Management LLC.
- No longer lists the business name Animas Capital Management LLC.
- No longer lists the business name Diversify Advisor Network.
- No longer lists the business name Diversify, Inc..
- Employees performing advisory functions went from 94 to 110.
- Regulatory assets under management went from $3,206,698,268 to $4,648,787,397 (+45%).

### February 2026
- Added the business name Resilient Wealth Management.

### November 2025
- Added the business name Longhorn Financial.
- Added the business name Harding Financial & Insurance.
- Added an office in Burlington, MA.
- Added an office in Rockland, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Diversify Advisory Services, LLC (CRD 326060): Form ADV filing data as of October 2026.