CRD: 326060
Diversify Advisory Services, LLC
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2023
- Office Locations
- 53
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.
Reported data analysis
What the numbers show
Between October 27, 2025 and August 3, 2026, reported AUM increased 45.0%, from $3.2B to $4.6B.
Across 4 reported observations, AUM increased 131.3% between December 20, 2023 and August 3, 2026, from $2.0B to $4.6B.
Of the latest reported AUM, 86.4% is discretionary and 13.6% is non-discretionary.
The firm reports 110 advisory representatives and 5,362 clients, or 48.7 clients per representative. That equates to $867.0K in reported AUM per client.
The profile lists 53 reported office locations and 3 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Diversify Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
URBAN WALTER ADAMS
--
- CRD
- #3213291
STEVEN DEAN AHLMER
Relationship Manager
- CRD
- #4482805
Showing 2 of 112 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
SMA allocation detail is available
Diversify Advisory Services, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Diversify Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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