When was Dynamic Advisor Solutions founded?

Dynamic Advisor Solutions was founded in 2009.

Where is Dynamic Advisor Solutions located?

Dynamic Advisor Solutions is headquartered in Phoenix, United States.

Who is the current CEO of Dynamic Advisor Solutions?

Jim Cannon of Dynamic Advisor Solutions.

How many employees does Dynamic Advisor Solutions have?

As of Aug 31, 2026, the latest employee count at Dynamic Advisor Solutions is 43.

Where does Dynamic Advisor Solutions rank among its competitors?

Dynamic Advisor Solutions ranks 88th amongst 4995 active competitors, of which 72 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Berkadia, which secured $56.6M in Dec, 2023.

Who are the top competitors of Dynamic Advisor Solutions?

Dynamic Advisor Solutions' top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Berkadia secured the most recent funding round in December, 2023.

Dynamic Advisor Solutions - 2026 Company Profile, Team & Competitors

Company Details

Website: dynamicadvisorsolutions.com
Social
Email ID: *****@dynamicwealthadvisors.com
Phone Number: +1 **********

Key Metrics

Founded Year

2009

Location

Phoenix, United States

Stage

Unfunded

Ranked

88^th among 4995 active competitors

Employee Count

43 as on Aug 31, 2026

Investment & Acquisitions

Primo Brands

Similar Companies

Alera Group & 9653 more

View Dynamic Advisor Solutions' full profile

Dynamic Advisor Solutions has not raised any funding rounds yet.

The founders of Dynamic Advisor Solutions is Jim Cannon.

Here are the details of Dynamic Advisor Solutions' key team members:

Jim Cannon: Founder & CEO of Dynamic Advisor Solutions and founder of 1 other company.
Contact Info: 1 phone number

View details of Dynamic Advisor Solutions's Founder profiles and Board Members

Dynamic Advisor Solutions' employee count trend

Dynamic Advisor Solutions has 43 employees as of Aug 26. Here is Dynamic Advisor Solutions's employee count trend over the years:

Employee count trend for Dynamic Advisor Solutions

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Top competitors of Dynamic Advisor Solutions include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Dynamic Advisor Solutions, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 14 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	69/100
4th	LPL Financial 1989, San Diego (United States), Acquired	Stock brokerage firm	-	Hellman & Friedman, Lee Equity & 3 others	68/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
6th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
7th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
8th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
9th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	NB Group, Crawley Ventures & 1 others	62/100
88th	Dynamic Advisor Solutions 2009, Phoenix (United States), Unfunded	Wealth management firm	-	-	43/100

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Dynamic Advisor Solutions has a total of 1 investment in Primo Brands. Dynamic Advisor Solutions has not made any acquisitions as of now.

Here is the latest report on Dynamic Advisor Solutions's sector:

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Asset Management - Sector Report

Edition: September, 2026 (62 Pages)

View all reports related to Dynamic Advisor Solutions

Media has covered Dynamic Advisor Solutions for a total of 6 events in the last 1 year, 4 of them have been about company updates and 2 about partnerships.