Dynamic
Registered investment advisor · Phoenix, Arizona · CRD #151367
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Dynamic
Dynamic Advisor Solutions is a professional services and Turnkey Asset Management Platform (TAMP) provider based in Phoenix, Arizona. Founded in 2009 by industry veteran Jim Cannon, the company specializes in supporting independent wealth advisors, including Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs). Dynamic focuses on enhancing practice efficiency, growth, and client service across the U.S. with an "advisor-first" approach. The firm offers a comprehen
Fee Structure
Frequently Asked Questions
What is Dynamic's AUM?
Dynamic reports approximately $5.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Dynamic headquartered?
Dynamic is headquartered in Phoenix, Arizona.
What is Dynamic's CRD number?
Dynamic's CRD number is 151367. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Dynamic manage?
Dynamic manages approximately 15,179 client accounts according to its latest SEC filing.
Is Dynamic SEC registered?
Yes, Dynamic is registered with the SEC as an investment adviser with an approved registration status.
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