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Dynamic Wealth Advisors Snapshot
Investment & Asset ManagementIndustry
For successful wealth advisors looking to elevate their practices to the next level, Dynamic Advisor Solutions dba Dynamic Wealth Advisors 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 80 advisory practices—both Investment Advisor Representatives (IARS) and Registered Investment Advisors (RIAs)—across the U.S., serving nearly 4,000 clients and approximately $2.4 billion of assets.
In 2020, Dynamic was named for the third time in the last four years to the 2020 Financial Times 300 Top Registered Investment Advisors; Dynamic ranks No. 2,586 on the 2020 Inc. 5000 with three-year revenue growth of 158 percent. For more information, visit www.dynamicadvisorsolutions.com.
Disclosures:
Recognition and acknowledgements are based upon SEC data and industry participant surveys compiled by our firm. It is our understanding and belief that Financial Times relied upon SEC data and certain other industry information to formulate their selection criteria. Our firm did not pay to participate with Financial Times. Inc. 5000 selected Dynamic based upon our application submission, including providing financial statements from 2016 to 2019 and paying a $195.00 application fee.
Founded in 2009, Dynamic has experienced steady growth, working with advisory firms of all types and sizes. Today, Dynamic supports approximately 80 advisory practices—both Investment Advisor Representatives (IARS) and Registered Investment Advisors (RIAs)—across the U.S., serving nearly 4,000 clients and approximately $2.4 billion of assets.
In 2020, Dynamic was named for the third time in the last four years to the 2020 Financial Times 300 Top Registered Investment Advisors; Dynamic ranks No. 2,586 on the 2020 Inc. 5000 with three-year revenue growth of 158 percent. For more information, visit www.dynamicadvisorsolutions.com.
Disclosures:
Recognition and acknowledgements are based upon SEC data and industry participant surveys compiled by our firm. It is our understanding and belief that Financial Times relied upon SEC data and certain other industry information to formulate their selection criteria. Our firm did not pay to participate with Financial Times. Inc. 5000 selected Dynamic based upon our application submission, including providing financial statements from 2016 to 2019 and paying a $195.00 application fee.
