Dynamic Advisor Solutions
Overview
Dynamic Advisor Solutions is a Phoenix-based firm providing comprehensive support services to wealth advisors. Founded in 2009, the firm offers a range of services including investment management, compliance oversight, and back-office support, enabling advisors to focus on client relationships and practice growth. The firm's myVirtualPractice™ platform delivers a complete business solution, integrating technology, custodial management, client portals, and dedicated advisor support. This approach allows advisors to scale their practices efficiently while maintaining a high level of client service. Dynamic Advisor Solutions has expanded its network to include over 80 wealth advisory practices across the United States, serving more than 5,800 clients and administering over $6 billion in assets. The firm continues to invest in modern infrastructure and strategic partnerships to enhance its offerings and support the growth of independent wealth advisors.
Investment Focus
- Minimum assets under management: $20 million
- Preference for advisors seeking independence and scalability
- Interest in comprehensive back-office and compliance support
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Dynamic Advisor Solutions
What sectors does Dynamic Advisor Solutions invest in?
Dynamic Advisor Solutions invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Phoenix, United States. Dynamic Advisor Solutions is listed as a other in the ConnectSafely investor database.
What stage does Dynamic Advisor Solutions invest at?
Dynamic Advisor Solutions backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 50M.
Which regions does Dynamic Advisor Solutions invest in?
Dynamic Advisor Solutions invests across United States.
Who are the partners at Dynamic Advisor Solutions?
Team members listed for Dynamic Advisor Solutions include Jim Cannon (Founder and CEO) and Eric Draughon (Chief Service Officer).
What companies has Dynamic Advisor Solutions invested in?
Dynamic Advisor Solutions's portfolio includes Dynamic Wealth Advisors, Dynamic Wealth Advisors Arizona, Dynamic Wealth Advisors California, Dynamic Wealth Advisors Minnesota, Dynamic Wealth Advisors Texas, Dynamic Wealth Advisors Florida, Dynamic Wealth Advisors New York and Dynamic Wealth Advisors Illinois.
How do I contact Dynamic Advisor Solutions?
Dynamic Advisor Solutions's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
