The Advisor’s Advisor.
Your steadfast partner for seamless transitions to independence, scaling your practice, asset management only or planning your legacy.
We've Built
Relationships With:
The Right Partner
for Where You’re Headed
With multiple affiliation models to choose from, Dynamic delivers a bespoke business solution to grow your practice — and provide an exceptional client experience.
RIAs
You’ve reached an inflection point in your business where your personal bandwidth is maxed out. You feel overwhelmed by operations, lack of scalable systems and work-life balance erosion. You’re about to cross the bridge from an advisor to business owner.
IARs
You’re seeking autonomy and control to protect your client relationships from disruption. From lack of transparency in leadership to compensation changes, you are considering your options — whether to stay, join another firm, or go independent.
Breakaway Advisors
You’re passionate about client-first advisory rather than pushing proprietary products, seeking flexibility and autonomy in choosing technology, custodians and investment options. It’s time for you to seek a firm that specializes in a fee-based model.
Meet a Few Dynamic Advisors
Hear firsthand from a few of our Dynamic advisors as they share their passion for serving clients — and how partnering with Dynamic empowers them to run their unique practices their way, backed by unmatched support designed to help them grow and thrive.
We're There
Every Step of the Way
Clients Served
Administration
As of June 30, 2025
News & Insights
Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors
See the news release on Business Wire AI-Powered Process Agents Designed Uniquely for Advisory Firms’Secure Ecosystems PHOENIX, Oct. 21, 2025 — Dynamic Advisor Solutions (“Dynamic”), a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a pioneering artificial intelligence platform, to develop
Dynamic Wealth Advisors Named No. 1 in Arizona as Part of ‘50 Growers Across America’
See the news release on Business Wire Citywire RIA Ranks Dynamic as “Top Grower” in the Grand Canyon State in 2025 PHOENIX, Aug. 19, 2025 — Dynamic Wealth Advisors, the Registered Investment Advisor (RIA) arm of Dynamic Advisor Solutions, a preeminent partner to wealth advisors, was recognized by Citywire RIA
The Future of TAMP Tech Is Here — And Dynamic Built It Around Real Advisor Needs
Madeline Garfinkle, Contributor Dynamic Advisor Solutions has earned a reputation as a standout TAMP by combining deep investment experience, exceptional client service, and forward-thinking technology. While many advisors praise Dynamic’s wide array of portfolios and the team supporting their businesses, the engine powering those benefits is the technology layer—a platform deliberately built
Explore Your Options
Whether you’re breaking away from a wirehouse or broker-dealer, want to elevate your practice, seeking TAMP services, or considering leaving an independent RIA, Dynamic can provide an objective perspective on your options.
Together, We’re Ready
for What’s Next
Dynamic was designed for advisors at pivotal career moments. Allow us to bring together the people, resources and technology to customize a solution for you.