Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Diversify Advisory Services, LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a Diversify Advisory Services, LLC office in Utah, by city and A to Z.

The short answer

63 registered advisors work at Diversify Advisory Services, LLC in Utah, out of 103 nationwide; it's the firm's number 1 state by advisors, and the most are in South Jordan (55). 9 list the CFP designation and 47 are also registered broker representatives.

Diversify Advisory Services, LLC advisors by city in Utah

Every firm in Utah →

South Jordan 55Sandy 4Orem 2Salt Lake City 1Suite 303 1

Diversify Advisory Services, LLC advisors in Utah, A to Z

Search by name →

Diversify Advisory Services, LLC in other states

California 10Massachusetts 9Hawaii 3

Questions

How many Diversify Advisory Services, LLC financial advisors are in Utah?

63 investment adviser representatives are registered at Diversify Advisory Services, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 103 at the firm nationwide. 9 list the CFP designation and 47 are also registered as broker representatives.

Where in Utah does Diversify Advisory Services, LLC have the most advisors?

South Jordan, with 55, then Sandy (4). Diversify Advisory Services, LLC has advisors in 5 cities in Utah.

How do I check a Diversify Advisory Services, LLC advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Diversify Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.