DIVERSIFY ADVISORY SERVICES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.65B |
| Discretionary | $4.02B86% of AUM |
| Non-Discretionary | $633.0M |
| Client Accounts | 12,951 |
| Avg Account Size | $359K |
| Employees | 206 |
| Peak AUM | $4.65BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.6B | +45.0% | +34.5% | — | |
| Discretionary AUM | $4.0B | ||||
Key Metrics
| Total AUM | $4.65B |
| Discretionary | $4.02B |
| Employees | 206 |
| Client Accounts | 12951 |
| Client Range | 101-250 |
Contact & Location
Address
9017 S RIVERSIDE DR.
SANDY UT 84070
Phone
801-890.7577
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.0B
86.4% of AUM
Non-Discretionary
$633M
13.6% of AUM
Disc. mix ▼ 12.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension ConsultantLaw Firm