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 registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. Registered with the SEC since 2011, the firm provides a mix of financial planning, portfolio management for individual and small-business clients, pension consulting, manager selection, and investor education—publishing periodicals and running seminars/workshops as part of its client-facing activities. Its fee arrangements span percentage-of-assets, hourly, fixed-fee and other structures, allowing flexibility across client types. Dynamic actively uses third-party managers to implement alternative strategies (see Investments & Alternatives). The firm has received external recognition, including placement in the Financial Times’ Top 300 RIA Firms (2020) and Citywire’s 50 Growers Across America list (2025). The adviser is not positioned as an ESG-focused investor in the source data.