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DIVERSIFY ADVISORY SERVICES, LLC

SOUTH JORDAN, UT · CRD 326060 · IAPD ↗ · cipollafis.com · 801-890.7577

$4.65BRegulatory AUM
110Advisory reps
206Employees
40Clients
101-250Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — DIVERSIFY ADVISORY SERVICES, LLC moved its main office from SANDY, UT to SOUTH JORDAN, UT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
66
April 2026 — DIVERSIFY ADVISORY SERVICES, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — DIVERSIFY ADVISORY SERVICES, LLC reported RAUM up 45% ($3.21B -> $4.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — DIVERSIFY ADVISORY SERVICES, LLC grew from 94 to 110 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2025 — DIVERSIFY ADVISORY SERVICES, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
77
April 2025 — DIVERSIFY ADVISORY SERVICES, LLC grew from 87 to 94 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2024 — DIVERSIFY ADVISORY SERVICES, LLC notice-filed in AR, CT, DC, GA, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NM, NV, OH, OK, RI, SD, TN, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — DIVERSIFY ADVISORY SERVICES, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — DIVERSIFY ADVISORY SERVICES, LLC reported RAUM up 43% ($2.01B -> $2.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
February 2024 — DIVERSIFY ADVISORY SERVICES, LLC notice-filed in AL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
February 2024 — DIVERSIFY ADVISORY SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.