Dynamic Wealth Advisors
Dynamic Wealth Advisors is an SEC-registered RIA aggregator and TAMP, founded in 2009, providing Portfolio360 asset management plus RIA/IAR affiliation models to independent wealth advisors nationwide.
- Company typePrivate
- Founded2009
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Dynamic Wealth Advisors does
Dynamic Wealth Advisors (legal entity: Dynamic Advisor Solutions, LLC) is an SEC-registered investment advisor founded in 2009 and headquartered in Scottsdale, Arizona. The firm operates a national TAMP (Turnkey Asset Management Platform) and RIA-affiliation network under the brand Dynamic Wealth Advisors, providing business infrastructure, asset management, and practice growth support to independent wealth advisors. Its core product, Portfolio360, packages investment management with operational and practice management services, while additional offerings cover RIA, IAR, and breakaway advisor affiliation pathways through Core Services.
The company's go-to-market is sales-led and consultative, targeting three advisor personas: established RIAs at a scaling inflection point, IARs seeking autonomy, and breakaway advisors transitioning from wirehouses or broker-dealers. Dynamic monetizes through recurring advisory and platform fees tied to assets under administration (currently reported at $7B+), with no publicly disclosed pricing schedule — engagements are quote-based. Distribution combines direct website engagement (free consultations, "Find an Advisor" tool) with content marketing (blog, webinars, videos, fact sheets) and organic social channels (LinkedIn, X).
As of May 2026, the network reportedly spans national coverage including a first South Carolina partnership (Capasso Planning Partners, ~$260M AUM). Management is led by Founder/CEO Jim Cannon and COO Craig Morningstar, with a reported core staff of 1-10. The firm is privately held with no disclosed institutional investors, parent company, or external funding rounds, and generates no disclosed revenue figures.
Dynamic Wealth Advisors firmographics
Firmographics- Name
- Dynamic Wealth Advisors
- Legal name
- Dynamic Advisor Solutions, LLC
- Website
- https://dynamicwealthadvisors.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Dynamic Wealth Advisors is an SEC-registered RIA aggregator and TAMP, founded in 2009, providing Portfolio360 asset management plus RIA/IAR affiliation models to independent wealth advisors nationwide.
- Ownership category
- akta.pro rank
Dynamic Wealth Advisors industry classification
Industry- Product category
- Investment Advisory & Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where Dynamic Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Markets served
Dynamic Wealth Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Services: The company generates revenue through investment advisory fees charged to affiliated advisors and their clients. Services include asset management, practice management support, and TAMP Portfolio360 services. Revenue is likely based on assets under administration (AUM) as is typical for RIA aggregators.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Dynamic Wealth Advisors product offering
Product offeringCore offering
Dynamic Wealth Advisors is an SEC-registered investment advisor and Turnkey Asset Management Platform (TAMP) provider that delivers business affiliation and support services to independent wealth advisors. Its core offerings are Portfolio360 (TAMP), in-house Asset Management, and multiple affiliation models (RIA Services, IAR Services, Core Services for breakaway advisors) that enable financial advisors to transition to independence, outsource portfolio management, and scale their practices.
Product overview
Dynamic Wealth Advisors operates as a unified platform offering multiple integrated wealth management solutions. The core offerings include Portfolio360 (a Turnkey Asset Management Platform/TAMP), alongside RIA and IAR services for advisors seeking independence, all supported by the company's proprietary Asset Management division. The product suite is designed for wealth advisors at pivotal career moments, from breakaway advisors transitioning from wirehouses to established RIAs looking to scale their practices. Core Services provide the fee-based model foundation while Investment Strategies and Philosophy offerings support the asset management capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio360 A Turnkey Asset Management Platform (TAMP) that allows wealth advisors to outsource portfolio management while retaining their client relationships, offering integrated investment management solutions from Dynamic.
- RIA Services Affiliation and business support services for Registered Investment Advisors, including business transition assistance, operational infrastructure, and practice growth resources for advisors transitioning from advisor to business owner.
- IAR Services Affiliation services for Investment Advisor Representatives seeking autonomy and control, offering independence from wirehouses or broker-dealers with flexibility in technology, custodians, and investment options.
- Asset Management In-house investment management service providing global, well-diversified and balanced portfolios with a risk-management focus, helping clients stay invested through downturns and reach long-term goals; used by affiliated advisors and their clients.
- Core Services Fee-based advisory service for breakaway advisors transitioning from wirehouses or broker-dealers, providing flexibility, autonomy, and client-first advisory without proprietary-product mandates.
- Investment Strategies Various investment strategies managed by Dynamic's asset management team, available to affiliated advisors and clients through the broader asset management offering.
Quantifiable outcome
- $7B+ Assets Under Administration
- +1 more outcomes
Companies that use Dynamic Wealth Advisors
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Dynamic Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Dynamic Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Capasso Planning PartnerscoreCharleston-based RIA added to Dynamic's national network as the firm's first partnership in South Carolina. The RIA was founded in 2018 by Managing Partner Charlie Capasso and manages approximately $260 million in assets. This partnership marks Dynamic reaching a $7B AUM milestone.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Dynamic Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Orion Advisor Solutions: Orion provides TAMP-level portfolio management technology, custodial integration, and practice management support to RIAs. Highly comparable to Dynamic's Portfolio360 offering and RIA/IAR affiliation models, with similar target market of independent advisors seeking outsourced investment operations.
- Commonwealth Financial Network: Commonwealth is an independent RIA-support / broker-dealer hybrid that provides affiliation, technology, and practice management to breakaway and independent advisors. Directly comparable to Dynamic's affiliation-model approach for mid-sized breakaway practices.
- Brinker Capital (now Mariner Platform Solutions): Brinker Capital / Mariner Platform Solutions is a multi-manager TAMP that delivers model portfolios, asset management, and practice resources to RIAs. Direct competitor to Dynamic's Portfolio360 on outsourced investment management for breakaway and independent advisors.
- Sanctuary Wealth: Sanctuary Wealth is a national RIA and breakaway-advisor platform offering affiliation, technology, and resources to independent advisors. Closely comparable as a growth-stage national affiliation network competing for the same breakaway and independent advisor segments.
- Dynasty Financial Partners: Dynasty provides a national affiliation platform with technology, investment research, and practice management services to breakaway advisors and RIAs. Directly comparable to Dynamic's multi-affiliation model and breakaway advisor focus, with similar growth-stage scale.
Broad incumbents
- Fidelity Institutional: Fidelity Institutional provides custody, clearing, and wealth management technology to RIAs and breakaway advisors. Broad incumbent competitor for the same independent advisor persona that Dynamic targets.
- Cetera Financial Group: Cetera is a large independent broker-dealer/RIA-support platform serving affiliated advisors with affiliation, technology, and asset management services. Comparable affiliation/multi-model approach to Dynamic, but at meaningfully greater scale and as a broad incumbent.
- Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and practice resources to thousands of independent RIAs. While not a TAMP in the Dynamic sense, it competes for the same breakaway advisors as a broader incumbent platform with deeper resources.
- LPL Financial: LPL Financial is the largest independent broker-dealer/RIA-support platform in the US, providing affiliation, custody, and technology to a national network of advisors. Comparable affiliation-platform model to Dynamic but operating at dramatically greater scale.
- Envestnet (TAMP / PMC): Envestnet is a large incumbent TAMP and portfolio management consultancy serving many of the largest RIAs in the US. While serving a similar advisor base, Envestnet operates at meaningfully greater scale and broader product breadth than Dynamic, making it a broad incumbent rather than a head-to-head peer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Dynamic Wealth Advisors social profiles
Digital presenceDynamic Wealth Advisors compliance and trust
Trust signalCompliance2 records
Dynamic Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dynamic Wealth Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Dynamic Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dynamic Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dynamic Wealth Advisors
What does Dynamic Wealth Advisors do?
Dynamic Wealth Advisors is an SEC-registered investment advisor and Turnkey Asset Management Platform (TAMP) provider that delivers business affiliation and support services to independent wealth advisors. Its core offerings are Portfolio360 (TAMP), in-house Asset Management, and multiple affiliation models (RIA Services, IAR Services, Core Services for breakaway advisors) that enable financial advisors to transition to independence, outsource portfolio management, and scale their practices.
Is Dynamic Wealth Advisors a public or private company?
Dynamic Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dynamic Wealth Advisors founded?
Dynamic Wealth Advisors was founded in 2009. It employs 1 to 10 people.
Where is Dynamic Wealth Advisors based?
Dynamic Wealth Advisors is headquartered in Scottsdale, United States, in the North America region.
How does Dynamic Wealth Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Dynamic Wealth Advisors's main competitors?
Direct peers on record are Orion Advisor Solutions, Commonwealth Financial Network, Brinker Capital (now Mariner Platform Solutions), Sanctuary Wealth and Dynasty Financial Partners. Broad incumbents are Fidelity Institutional, Cetera Financial Group, Schwab Advisor Services, LPL Financial and Envestnet (TAMP / PMC).
Does Dynamic Wealth Advisors have an API?
No public API is recorded for Dynamic Wealth Advisors.
What industry is Dynamic Wealth Advisors in?
Dynamic Wealth Advisors's product category is Investment Advisory & Wealth Management Services. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.