DYNAMIC ADVISOR SOLUTIONS LLC
Legal name: DYNAMIC
CRD #151367 SEC #801-72203 PHOENIX, AZ (877) 257-3840
SEC Registered
Total AUM
$5.3B
Discretionary
$5.3B
Employees
130
Clients
101
Accounts
15,497
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Aug 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Aug 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Jul 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Jun 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| May 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Apr 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Mar 2025 | $5.3B | $5.3B | $21.7M | 130 | 115 |
| Jan 2025 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Nov 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Nov 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Sep 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Sep 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Aug 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Jul 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Mar 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Feb 2024 | $4.8B | $4.8B | $7.1M | 125 | 60 |
| Jan 2024 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| Dec 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| Sep 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| Jun 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| May 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| May 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| Mar 2023 | $3.3B | $3.1B | $106.7M | 120 | 50 |
| Nov 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Sep 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Sep 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Jul 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Apr 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Mar 2022 | $3.3B | $3.2B | $147.5M | 116 | 50 |
| Jan 2022 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Oct 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Sep 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Aug 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Aug 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Jul 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Jun 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Jun 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Apr 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Mar 2021 | $2.8B | $2.4B | $415.1M | 97 | 42 |
| Feb 2021 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Feb 2021 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jan 2021 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jan 2021 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Oct 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Oct 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Sep 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jul 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jun 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jun 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jun 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Apr 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Apr 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Apr 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Mar 2020 | $2.1B | $1.8B | $335.6M | 89 | 30 |
| Jan 2020 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Dec 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Sep 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Jul 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Jul 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Jun 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Apr 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Mar 2019 | $1.5B | $1.3B | $152.5M | 74 | 10 |
| Jan 2019 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| Nov 2018 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| Sep 2018 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| Jul 2018 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| Jun 2018 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| May 2018 | $1.2B | $1.2B | $46.4M | 55 | 10 |
| Mar 2018 | $785.6M | $757.6M | $28M | 55 | 10 |
| Mar 2018 | $675.7M | $641.8M | $34M | 53 | 10 |
| Feb 2018 | $675.7M | $641.8M | $34M | 53 | 10 |
| Feb 2018 | $675.7M | $641.8M | $34M | 53 | 10 |
| Feb 2018 | $675.7M | $641.8M | $34M | 53 | 10 |
| Feb 2018 | $675.7M | $641.8M | $34M | 53 | 10 |
| Jun 2017 | $675.7M | $641.8M | $34M | 53 | 1,400 |
| Apr 2017 | $675.7M | $641.8M | $34M | 53 | 1,400 |
| Jan 2017 | $675.7M | $641.8M | $34M | 53 | 1,400 |
| Jan 2017 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Jan 2017 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Dec 2016 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Nov 2016 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Oct 2016 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Oct 2016 | $653.5M | $616.5M | $37M | 38 | 1,400 |
| Aug 2016 | $537.7M | $497.3M | $40.4M | 35 | 1,400 |
| Jul 2016 | $537.7M | $497.3M | $40.4M | 35 | 1,400 |
| Jul 2016 | $537.7M | $497.3M | $40.4M | 35 | 1,400 |
| Jun 2016 | $537.7M | $497.3M | $40.4M | 35 | 1,400 |
| Mar 2016 | $537.7M | $497.3M | $40.4M | 35 | 1,400 |
| Feb 2016 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Nov 2015 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Aug 2015 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Jul 2015 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Apr 2015 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Mar 2015 | $546.5M | $496.3M | $50.2M | 32 | 1,400 |
| Jan 2015 | $477.3M | $430.4M | $46.9M | 32 | 1,200 |
| Jan 2015 | $477.3M | $430.4M | $46.9M | 32 | 1,200 |
| Apr 2014 | $477.3M | $430.4M | $46.9M | 32 | 1,200 |
| Mar 2014 | $477.3M | $430.4M | $46.9M | 32 | 1,200 |
| Apr 2013 | $292.9M | $276M | $16.9M | 24 | 800 |
| Jan 2013 | $178.9M | $151M | $27.9M | 15 | 400 |
| Jan 2013 | $178.9M | $151M | $27.9M | 15 | 400 |
| Jul 2012 | $178.9M | $151M | $27.9M | 1 | 400 |
| Apr 2012 | $178.9M | $151M | $27.9M | 1 | 400 |
| Apr 2012 | $178.9M | $151M | $27.9M | 1 | 400 |
| Mar 2012 | $178.9M | $151M | $27.9M | 1 | 400 |
| Dec 2011 | $50.7M | $29.2M | $21.5M | 1 | 251 |
| Dec 2011 | $50.7M | $29.2M | $21.5M | 1 | 251 |
| Dec 2011 | $50.7M | $29.2M | $21.5M | 1 | 251 |
| Mar 2011 | $50.7M | $29.2M | $21.5M | 5 | -- |
| Mar 2011 | $50.7M | $29.2M | $21.5M | 5 | -- |
| Mar 2011 | $50.7M | $29.2M | $21.5M | 5 | -- |
| Feb 2011 | $44.1M | $44.1M | $0 | 5 | -- |
DateOct 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateAug 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateAug 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateJul 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateJun 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateMay 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateApr 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateMar 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$21.7M
Employees130
Clients115
DateJan 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateNov 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateNov 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateSep 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateSep 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateAug 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateJul 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateMar 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateFeb 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$7.1M
Employees125
Clients60
DateJan 2024
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateDec 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateSep 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateJun 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateMay 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateMay 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateMar 2023
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$106.7M
Employees120
Clients50
DateNov 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateSep 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateSep 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateJul 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateApr 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateMar 2022
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$147.5M
Employees116
Clients50
DateJan 2022
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateOct 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateSep 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateAug 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateAug 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateJul 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateJun 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateJun 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateApr 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateMar 2021
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$415.1M
Employees97
Clients42
DateFeb 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateFeb 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJan 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJan 2021
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateOct 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateOct 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateSep 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJul 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJun 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJun 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJun 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateApr 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateApr 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateApr 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateMar 2020
Total AUM$2.1B
Discretionary$1.8B
Non-Disc.$335.6M
Employees89
Clients30
DateJan 2020
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateDec 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateSep 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateJul 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateJul 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateJun 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateApr 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateMar 2019
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$152.5M
Employees74
Clients10
DateJan 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateNov 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateJun 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateMay 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$46.4M
Employees55
Clients10
DateMar 2018
Total AUM$785.6M
Discretionary$757.6M
Non-Disc.$28M
Employees55
Clients10
DateMar 2018
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients10
DateFeb 2018
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients10
DateFeb 2018
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients10
DateFeb 2018
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients10
DateFeb 2018
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients10
DateJun 2017
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients1,400
DateApr 2017
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients1,400
DateJan 2017
Total AUM$675.7M
Discretionary$641.8M
Non-Disc.$34M
Employees53
Clients1,400
DateJan 2017
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateJan 2017
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateDec 2016
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateNov 2016
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateOct 2016
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateOct 2016
Total AUM$653.5M
Discretionary$616.5M
Non-Disc.$37M
Employees38
Clients1,400
DateAug 2016
Total AUM$537.7M
Discretionary$497.3M
Non-Disc.$40.4M
Employees35
Clients1,400
DateJul 2016
Total AUM$537.7M
Discretionary$497.3M
Non-Disc.$40.4M
Employees35
Clients1,400
DateJul 2016
Total AUM$537.7M
Discretionary$497.3M
Non-Disc.$40.4M
Employees35
Clients1,400
DateJun 2016
Total AUM$537.7M
Discretionary$497.3M
Non-Disc.$40.4M
Employees35
Clients1,400
DateMar 2016
Total AUM$537.7M
Discretionary$497.3M
Non-Disc.$40.4M
Employees35
Clients1,400
DateFeb 2016
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateNov 2015
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateAug 2015
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateJul 2015
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateApr 2015
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateMar 2015
Total AUM$546.5M
Discretionary$496.3M
Non-Disc.$50.2M
Employees32
Clients1,400
DateJan 2015
Total AUM$477.3M
Discretionary$430.4M
Non-Disc.$46.9M
Employees32
Clients1,200
DateJan 2015
Total AUM$477.3M
Discretionary$430.4M
Non-Disc.$46.9M
Employees32
Clients1,200
DateApr 2014
Total AUM$477.3M
Discretionary$430.4M
Non-Disc.$46.9M
Employees32
Clients1,200
DateMar 2014
Total AUM$477.3M
Discretionary$430.4M
Non-Disc.$46.9M
Employees32
Clients1,200
DateApr 2013
Total AUM$292.9M
Discretionary$276M
Non-Disc.$16.9M
Employees24
Clients800
DateJan 2013
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees15
Clients400
DateJan 2013
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees15
Clients400
DateJul 2012
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees1
Clients400
DateApr 2012
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees1
Clients400
DateApr 2012
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees1
Clients400
DateMar 2012
Total AUM$178.9M
Discretionary$151M
Non-Disc.$27.9M
Employees1
Clients400
DateDec 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees1
Clients251
DateDec 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees1
Clients251
DateDec 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees1
Clients251
DateMar 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees5
Clients--
DateMar 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees5
Clients--
DateMar 2011
Total AUM$50.7M
Discretionary$29.2M
Non-Disc.$21.5M
Employees5
Clients--
DateFeb 2011
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--