Dynamic

RIASEC RegisteredEst. 2011

Total AUM

$5.6B

Discretionary

$5.6B

99% of AUM

Avg account

$371K

Accounts

15,179

Employees

130

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 151367
Registered since: March 4, 2011
Website: dynamicadvisorsolutions.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI78.98%
Individuals15.31%
Pension & Profit Sharing Plans4.19%
Corporations / Businesses1.07%
Charitable Organizations0.45%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dynamic is an independent, SEC-registered investment adviser organized as an LLC and operating since 2011. The firm positions itself as a multi-service wealth manager and capital allocator serving both high-net-worth individuals/families and institutional clients. Its advisory scope spans financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through publications and seminars. Fees are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Dynamic identifies as a capital allocator that sources third-party managers and fund strategies rather than relying solely on in-house proprietary products. The firm does not list ESG as an active investment focus. Public recognition includes placement among the Financial Times’ Top 300 RIA firms in 2020 and a Citywire “50 Growers Across America” mention in 2025.