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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-31-2023
- Office Locations
- 54
Office Locations
About Diversify Advisory Services, LLC
Diversify Advisor Network is a national, full-service independent RIA and broker-dealer supporting advisory practices with an institutional-grade investment platform, integrated and third-party management, and access to alternative investments. The firm pairs advisor advocates with technology, compliance, operations, financial and tax planning, insurance, and retirement solutions. Partnership options include equity alignment and succession planning designed for founder-led firms.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN OMER SMITH
Chief Executive Officer, President
- CRD
- #4340304
- Ownership
- 10% but less than 25%
JASON ANDERSON
Chief Compliance Officer, Managing Director
- CRD
- #5867122
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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URBAN WALTER ADAMS
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- CRD
- #3213291
STEVEN DEAN AHLMER
Relationship Manager
- CRD
- #4482805
Showing 2 of 116 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,015,810,779 | $515,508 |
| Non-Discretionary | $632,976,618 | $122,646 |
| Total | $4,648,787,397 | $358,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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