# Dynamic

> Dynamic is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 151367
- Filed as: DYNAMIC
- 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)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151367
- AdvisorCensus page: https://advisorcensus.com/firm/dynamic-phoenix-az-151367

## Quick answers

**How is Dynamic compensated?**
On its Form ADV (Item 5.E, October 2026), Dynamic reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Dynamic located?**
Dynamic's principal office is in Phoenix, AZ, according to its Form ADV; the September 2026 filing also lists 23 other offices (Schedule D, Section 1.F).

**Is Dynamic registered with the SEC or a state?**
Dynamic is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 151367.

**How much does Dynamic manage?**
Dynamic reports $5,637,328,188 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (99% discretionary).

**How have Dynamic's assets and staff changed since 2021?**
In the Form ADV data for Dynamic: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Dynamic serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,696); high net worth individuals (1,813); pension and profit sharing plans (but not the plan participants or government pension plans) (69).

**Which custodians does Dynamic use?**
Dynamic's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Dynamic report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151367

**What changed in Dynamic's recent Form ADV filings?**
In the September 2026 filing data: No longer lists the business name Affinity Financial. Added the business name Affinity Financial, LLC. No longer lists an office in Orange, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $5,637,328,188
- Discretionary: $5,598,525,364
- Non-discretionary: $38,802,824

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,696 | $862,829,981 |
| High net worth individuals | 1,813 | $4,452,575,898 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 69 | $236,158,019 |
| Charitable organizations | 15 | $25,364,988 |
| Corporations or other businesses not listed above | 41 | $60,399,302 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 130 total, 65 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boca Raton, FL
- Bulverde, TX
- Calabasas, CA
- Camas, WA
- Deerfield, IL
- Durango, CO
- Edmond, OK
- Fall City, TX
- Grand Rapids, MI
- Marana, AZ
- McAllen, TX
- Miami, FL
- Mount Pleasant, SC
- Newport Beach, CA
- Orange, CA
- Phoenix, AZ
- Salt Lake City, UT
- San Diego, CA
- Scottsdale, AZ
- Shelby Township, MI
- Thousand Oaks, CA
- Traverse City, MI
- Westlake Village, CA

### Websites listed on Form ADV (Item 1.I)
- affinity.financial
- bfs-iar.biz
- catalinawealthpartners.com
- clearvistaadvisors.com
- crestviewcm.com
- davincicap.com
- desmondliggett.com
- dynamicadvisorsolutions.com
- dynamicwealthadvisors.com
- fortressassetmanagement.com
- fullpicturefinancial.com
- gillespieinvestments.com
- hardestypartners.co
- lifemanaged.com
- mikeacevedofp.com
- montageprivatewealth.com
- nobleoakcapitalpartners.com
- oxfordfp.net
- palladianwealthmanagement.com
- palmcm.com
- pinnacleprivateadvisors.com
- prioritasfinancial.com
- ridgevalefp.com
- seagrovewealthpartners.com
- stfwealth.com
- swensonhugheswealth.com
- swissamericanwealth.com
- victoryindependentplanning.com
- walkermcmillan.com
- werthweilwealth.com
- wolfprivatewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,798,887,898 | 97 | September 8, 2021 |
| October 2022 | $3,305,081,643 | 116 | September 30, 2022 |
| October 2023 | $3,252,482,987 | 120 | September 22, 2023 |
| October 2024 | $4,829,248,145 | 125 | September 30, 2024 |
| October 2025 | $5,341,333,686 | 130 | July 25, 2025 |
| October 2026 | $5,637,328,188 | 130 | August 17, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### 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.

### June 2026
- Added the business name Noble Oak Capital Partners.
- Added an office in Mount Pleasant, SC.

### 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).

### February 2026
- Added the business name Mazzella Estate & Asset Management LLC.
- Added an office in Scottsdale, AZ.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dynamic (CRD 151367): Form ADV filing data as of October 2026.