RIA · Independent channel
Diversify
Join Diversify’s advisor platform, operating with an affiliated advisory practice.
- Website
- diversify.com
- Regulator record
- DIVERSIFY ADVISORY SERVICES, LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$266.4M
Reported practice assets · 1 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
01
1
02
1
Arrivals 2
Teams joining Diversify in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 18 | Lateral | Live Oak Investment PartnersAustin, TX | Kovack SecuritiesIndependent Broker-Dealer | $266.4MPer Form ADV | Press Release |
| Aug 18 | Breakaway | River Financial GroupBoston, MA | New York LifeWirehouses, Banks & BDs | Undisclosed | Press Release |
Departures 0
Teams leaving Diversify in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.