RIA Intel›Advisers›Arizona›DYNAMIC ADVISOR SOLUTIONS LLC

DYNAMIC ADVISOR SOLUTIONS LLC

Advisory

N·PHOENIX, AZ

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

+48.5%

3-Year CAGR

+19.3%

Employees

65

Assets Under Management

Total AUM$5.6B

Discretionary AUM$5.6B

Non-Discretionary AUM$39M

Discretionary %99.3%

Total Clients5,484

Team

Total Employees65

Investment Advisers130

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record104

First FilingFeb 26, 2011

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 104 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DYNAMIC ADVISOR SOLUTIONS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.