Dynamic

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,637,328,188 as of October 2026, filing dated August 17, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops
• Other

Legal name

Dynamic Advisor Solutions LLC

Also doing business as

AFFINITY FINANCIAL, LLC, ARROW WEALTH MANAGEMENT, BALANCED FINANCIAL SERVICES, CATALINA WEALTH PARTNERS, LLC, CENTENNIAL INVESTMENT ADVISORS, CLEARVISTA ADVISORS, CRESTVIEW CAPITAL MANAGEMENT, DAVINCI CAPITAL PARTNERS, DESMOND LIGGETT WEALTH ADVISORS, DJM WEALTH STRATEGIES, FORTRESS ASSET MANAGEMENT, FULL PICTURE FINANCIAL, LLC, GILLESPIE INVESTMENT STRATEGIES, LLC, HARDESTY PARTNERS, LEGACY FINANCIAL ADVISORS, LLC, LIFEMANAGED, MAZZELLA ESTATE & ASSET MANAGEMENT LLC, MIKE ACEVEDO FINANCIAL PLANNING, MONTAGE PRIVATE WEALTH, NOBLE OAK CAPITAL PARTNERS, OXFORD FINANCIAL PLANNERS, PALLADIAN WEALTH MANAGEMENT, PALM CAPITAL MANAGEMENT, PINNACLE PRIVATE ADVISORS, PRIORITAS FINANCIAL ADVISORS, RENATUS PRIVATE WEALTH ADVISORS, RIDGEVALE FINANCIAL PLANNING, SEAGROVE WEALTH PARTNERS, STF WEALTH MANAGEMENT, STRATEGIC CAPITAL WEALTH MANAGEMENT LLC, SWENSON HUGHES WEALTH MANAGEMENT, SWISS AMERICAN WEALTH ADVISORS, VICTORY INDEPENDENT PLANNING, WALKER MCMILLAN LLC, WERTH WEIL WEALTH MANAGEMENT INC., WOLF PRIVATE WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2011 (15 years)

Employees

Total: 130. Performing investment advisory functions: 65.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

23 other offices, as of the September 2026 filing

Boca Raton, FLBulverde, TXCalabasas, CACamas, WADeerfield, ILDurango, COEdmond, OKFall City, TXGrand Rapids, MIMarana, AZMcAllen, TXMiami, FLMount Pleasant, SCNewport Beach, CAOrange, CAPhoenix, AZSalt Lake City, UTSan Diego, CAScottsdale, AZShelby Township, MIThousand Oaks, CATraverse City, MIWestlake Village, CA

States registered or notice-filed

44 states or jurisdictions

AKALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNENJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,798,887,898 in the October 2021 data and $5,637,328,188 in the October 2026 data, up 101%.

Total employees: 97 in October 2021 and 130 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • No longer lists the business name Affinity Financial.
   • Added the business name Affinity Financial, LLC.
   • No longer lists an office in Orange, CA.
2. July 2026
   • No longer lists the business name Centennial Wealth Management.
   • No longer lists an office in Helena, MT.
   • No longer lists an office in Idaho Falls, ID.
   • No longer lists an office in Rexburg, ID.
3. June 2026
   • Added the business name Noble Oak Capital Partners.
   • Added an office in Mount Pleasant, SC.
4. April 2026
   • No longer lists the business name Crooked Tree Capital Advisors.
   • No longer lists the business name Fair Street Advisors.
   • Employees performing advisory functions went from 73 to 65.
   • Changed its office addresses in Phoenix, AZ.
   • Added an office in Fall City, TX.
   • No longer lists an office in Gilbert, AZ.
   • No longer lists an office in Guilford, CT.
   • No longer lists an office in Kenedy, TX.
   • No longer lists an office in Petoskey, MI.
   • No longer lists an office in San Diego, CA.
   • Registered or notice-filed in WV.
   • Updated its list of owners and control persons (Schedule A).
5. February 2026
   • Added the business name Mazzella Estate & Asset Management LLC.
   • Added an office in Scottsdale, AZ.
6. November 2025
   • No longer lists the business name Black Walnut Wealth Management.
   • Added the business name Montage Private Wealth.
   • No longer lists an office in Traverse City, MI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.