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DYNAMIC
DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367 · SEC 801-72203
2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ, 85016, United States
Phone
(877) 257-3840
Fax
480-718-8778
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.64B
Discretionary AUM
$5.60B
Team
130 total employees; 65 advisory reps; 56 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsMODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3696 | $862.8M |
| High net worth individuals | 1813 | $4.45B |
| Pension/profit sharing plans | 69 | $236.2M |
| Charitable organizations | 15 | $25.4M |
| Corporations/business entities | 41 | $60.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, CT, FL, SD
All web addresses on file
- HTTPS://WWW.NOBLEOAKCAPITALPARTNERS.COM
- HTTPS://WWW.OXFORDFP.NET
- HTTPS://WWW.HARDESTYPARTNERS.CO,
- HTTPS://WWW.CATALINAWEALTHPARTNERS.COM
- HTTPS://WWW.DAVINCICAP.COM
- HTTPS://WWW.WERTHWEILWEALTH.COM
- HTTPS://WWW.PINNACLEPRIVATEADVISORS.COM
- HTTPS://WWW.VICTORYINDEPENDENTPLANNING.COM
- HTTPS://WWW.FULLPICTUREFINANCIAL.COM
- HTTPS://WWW.GILLESPIEINVESTMENTS.COM
- HTTPS://WWW.PALMCM.COM
- HTTPS://WWW.BFS-IAR.BIZ
- HTTPS://WWW.SWENSONHUGHESWEALTH.COM
- HTTPS://WWW.DYNAMICWEALTHADVISORS.COM
- HTTPS://WWW.CLEARVISTAADVISORS.COM
- HTTPS://WWW.SWISSAMERICANWEALTH.COM
- HTTPS://WWW.RIDGEVALEFP.COM
- HTTPS://WWW.MIKEACEVEDOFP.COM
- HTTPS://WWW.STFWEALTH.COM
- HTTPS://WWW.LIFEMANAGED.COM
- HTTPS://WWW.MONTAGEPRIVATEWEALTH.COM
- HTTPS://WWW.DESMONDLIGGETT.COM
- HTTPS://WWW.PRIORITASFINANCIAL.COM
- HTTPS://WWW.AFFINITY.FINANCIAL
- HTTPS://WWW.FORTRESSASSETMANAGEMENT.COM
- HTTPS://WWW.WALKERMCMILLAN.COM
- HTTPS://WWW.WOLFPRIVATEWEALTH.COM
- HTTPS://WWW.CRESTVIEWCM.COM
- HTTPS://WWW.CENTENNIALWEALTHMANAGEMENT.COM
- HTTPS://WWW.PALLADIANWEALTHMANAGEMENT.COM
- HTTPS://WWW.DYNAMICADVISORSOLUTIONS.COM
- HTTPS://WWW.SEAGROVEWEALTHPARTNERS.COM
Official SEC filing: View on IAPD