NEWS RELEASE
PHOENIX, July 30, 2020—Dynamic Advisor Solutions dba Dynamic Wealth Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. Dynamic supports approximately 75 advisory practices, both IARs and RIAs, across the U.S. and in Zurich through a complete business solution, myVirtualPractice™, serving nearly 4,000 clients and approximately $2.3 billion of assets.
The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.
RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
“This is the third time in the last four years Dynamic has been named to this prestigious list,” said Dynamic Founder and CEO Jim Cannon. “Recognition on the Financial Times 300 list is an honor and testament to all the advisors we serve through our virtual model at Dynamic. This recognition is because of them.”
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
About Dynamic Advisor Solutions dba Dynamic Wealth Advisors
For successful wealth advisors looking to elevate their practices to the next level, Dynamic Advisor Solutions is a professional services provider, delivering a complete business solution, myVirtualPractice™, to create efficiencies so advisors can focus on providing exceptional client experiences. Founded in 2009, Dynamic has experienced steady growth, working with advisory firms of all types and sizes. Today, Dynamic supports approximately 75 advisory practices—both IARS and RIAs—across the U.S. and in Zurich, serving nearly 4,000 clients and approximately $2.3 billion of assets. For more information, visit dynamicadvisorsolutions.com.
Disclosures:
Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors is an SEC registered investment advisor. Investment advisory services are offered through Dynamic.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
