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 registered investment adviser organized as an LLC and operating since 2011. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines discretionary portfolio management with advisory and planning services. Its client-facing offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension-consulting support, selection of outside advisers, and investor education via periodicals and workshops. Dynamic charges fees using a mix of asset-based (percentage of AUM), hourly, fixed, and other fee arrangements. The firm does not self-identify as an active ESG investor. Public recognition includes placement on the Financial Times’ Top 300 RIA Firms list (2020) and Citywire’s 50 Growers Across America (2025).