About Dynamic
Purpose-Built for Advisors. Focused Entirely on You.
Dynamic Wealth Advisors exists to support independent, professionally managed wealth practices with the people, resources and experience they need to thrive. Founded in 2009 by industry veteran Jim Cannon, Dynamic was created to advance the cause of independent advisors — to give them the freedom, flexibility and support to serve their clients with excellence, on their own terms.
Today, we support a growing community of forward-thinking advisory firms across the country. Our team is proud to work as “One Dynamic,” bringing the full power of our collective experience, relationships and solutions to every advisor we serve.
Flawless Execution, So You Can Focus
We handle the work behind the scenes — so you can stay focused on what matters most: your clients and your growth.
Our team takes on the tasks that can slow you down, from staffing and back-office management to tech integrations and account troubleshooting with custodians. We collaborate with leading fintech partners to help streamline your operations and improve your client experience.
The result? Simplicity in your practice, freedom to scale and the ability to serve at your highest level.
America’s Best TAMPs
Dynamic has been named one of America’s Best TAMPs by The Wealth Advisor from 2020 to 2025.
But more than the accolades, it’s our advisor-first mindset and service-centered TAMP that sets us apart.
Careers at Dynamic
We offer careers in operations, advisor support, compliance, investment management, business development and more. If you thrive in a fast-paced environment and care deeply about delivering excellence, you’ll feel right at home here.
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.