Investment adviser · CRD 151367
DYNAMIC
Investment adviser filing (IA)
DYNAMIC ADVISOR SOLUTIONS LLC
PHOENIX, AZ, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $5.64B Form ADV · Item 5.F
- Client accounts
- 15,179 Accounts, not individual clients
- Employees
- 130 Reported in this filing
- Advisory professionals
- 65 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,813 | $4,452,575,898 | 79.0% |
| Individuals | 3,696 | $862,829,981 | 15.3% |
| Retirement plans | 69 | $236,158,019 | 4.2% |
| Corporations & businesses | 41 | $60,399,302 | 1.1% |
| Charities | 15 | $25,364,988 | 0.4% |
Filing source
Form ADV 2126422 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2415 EAST CAMELBACK ROAD, SUITE 700PHOENIX, AZ, 85016, United States
CRD 151367
Filing source
Form ADV 2126422 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.