Dynamic

RIASEC Registered

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 that has been SEC-registered since 2011. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM fees along with hourly and fixed-fee engagements and other arrangements, reflecting flexibility across client needs. Advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, plus a suite of content and educational services (periodicals, newsletters, seminars/workshops). The firm is not flagged as an active ESG investor. Notable external recognition includes placement on the Financial Times Top 300 RIA list in 2020 and a Citywire “50 Growers Across America” mention in 2025.