Elevate your practice.

Dynamic Advisor Solutions is a professional services and TAMP solutions provider for successful wealth advisors who value independence and desire to take their practices to the next level. Whether you’re a Registered Investment Advisor or Investment Advisor Representative, harness Dynamic's complete business and investment solution, myVirtualPractice™, so you can focus on growing your business and delivering exceptional client experiences.

Cloud-based, customizable and complete

We provide the people, resources and technology wealth advisors need to provide exceptional client experiences. Dynamic delivers myVirtualPractice™, a cloud-based, customizable and complete business solution for your practice. Our core services: front, middle and back-office support, integrated platform, compliance and investment management services.

Discover all Dynamic services

Build your dream, your way.

People

Put your clients at the center of your universe and alleviate the need for staffing with our people-first service model.

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Resources

Leverage our longstanding relationships with industry leaders from professionals in marketing and M&A, to fintech, specialty investment management and more.

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Technology

Build a model wealth advisory practice for the 21st century on an integrated platform with best-in-class fintech solutions.

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Find the right level of support

We work with advisory firms of all types and sizes. Growing wealth and retirement plan advisors, as well as new and established RIA firms have found the right level of support at Dynamic that affords them the freedom to focus on nurturing client relationships and growing their practices.

Schedule your free Dynamic consultation

Who We Serve

RIA

You’ve reached a stage in your practice where you’re trapped by scalability—perhaps your practice has grown from $100 to $200 million AUM—and realize you can no longer do this alone. You’re about to cross the bridge from an advisor (helping clients, managing investments, doing financial plans) to business owner (payroll, overhead, networking, IT, cybersecurity, etc.).

IAR

If you’re leaving an independent or employee-based RIA, you’ll appreciate our ready-to-use RIA wealth management platform, custodial relationships, investment management solutions, retirement plan services, virtual administrative assistance program, compliance support and more. You can also affiliate as an RIA or IAR of Dynamic’s RIA.

Wirehouse Breakaway

If you’re leaving a wirehouse and seeking a firm that specializes in the fee-based model, Dynamic can help establish an RIA for you. We provide the support and services you need to make a smooth transition to an independent practice. You avoid the steep learning curve, leveraging our team’s experience, top-tier custodial relationships, robust platform, investment management solutions, compliance and office support.

IBD Breakaway

You can leave your independent broker-dealer and enjoy our ready-to-use RIA, wealth management platforms, custodial relationships, investment management solutions, retirement plan services, virtual administrative assistance program, compliance support and more. Or, we can help establish an RIA for you.

News & Insights

Market Update: Longest Winning Streak in 20 Years

chris@appsoftdev.com2025-05-09T21:14:58+00:00May 9th, 2025|Tags: Market Update|

Despite the volatility, the uncertainty, the headlines... The S&P 500 ended last week (as of May 2) with nine consecutive days of gains, the longest winning [...]

Streamlining Success: Dynamic Advisor Solutions’ High-Touch TAMP Services

chris@appsoftdev.com2025-05-03T02:09:45+00:00May 2nd, 2025|The Wealth Advisor|

Madeline Garfinkle, Contributor Independent financial advisors often face overwhelming administrative burdens that can potentially take time away from building client relationships and business growth. Recognizing these challenges, Dynamic Advisor Solutions

Market Update: Cloudy Skies Begin to Clear

chris@appsoftdev.com2025-04-28T18:59:58+00:00April 25th, 2025|Tags: Market Update|

Volatility in the markets continues as uncertainty remains for investors trying to decipher a myriad of headlines, primarily related to tariffs. That said, after a rough week last week for the market, it has come roaring back this week [...]

Our Partners

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Contact Dynamic for your free consultation

Schedule a demo today to find out more and meet the team!

(888) 997-4212

Click for Dynamic’s Form CRS (Client Relationship Summary) and Dynamic’s ADV Firm Brochure. For additional information click here.

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Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy by calling 877-257-3840 x720.