A complete list of active advisors currently associated with Diversify Advisory Services, LLC
Warmer can help you find a great advisor at Diversify Advisory Services, LLC or one who fits your needs even better.
Diversify Advisory Services is an SEC-registered enterprise adviser that serves individuals (including high-net-worth clients), corporations, retirement plans, trusts, foundations, and small business owners. It provides financial planning and consulting, discretionary and non-discretionary portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services under written engagement agreements. The firm describes an investment approach built around tactical diversification and individualized asset allocation, tailoring portfolios to client goals, time horizon, and risk tolerance. Diversify deploys a range of delivery options — including AMS/AMS+ (wrap), OMS, DMS, VMS, TMS, and Envestnet models — and offers access to alternatives, structured notes, options-based strategies, custom bond ladders, and a Wealth Accumulator strategy using American Funds F2 shares; it also permits execution of illiquid alternative investments within certain AMS and DMS accounts. Compared with many large advisers that rely largely on percentage-of-AUM billing, Diversify also offers fixed project and fixed annual fees and hourly billing for financial planning, family office, and corporate consulting engagements, and it recently added ERISA §3(38) discretionary plan-management services. The firm discloses a network of affiliations — an affiliated broker-dealer and insurance entity, ownership ties to an alternative-investment sponsor, receipt of sponsor due-diligence or promoter compensation, and sub-advisory/solicitor arrangements — and describes policies and monitoring intended to address the resulting conflicts.
To learn more about the advisors currently working at Diversify Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Diversify Advisory Services, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)