Dynamic Advisor Solutions Employee Directory

Investment ManagementArizona, United States11-50 Employees

Dynamic Advisor Solutions, headquartered in Phoenix, Arizona, operates in the investment management sector as an SEC-registered investment adviser that supports wealth advisory practices. It offers myVirtualPractice, a cloud-based platform that handles front-, middle-, and back-office functions, along with compliance, portfolio management, practice consulting, and concierge administrative services. The company provides the people, resources, and technology needed to improve efficiency and allow advisors to focus more on client service. Its client base includes independent advisors and registered investment advisers across the United States, serving thousands of wealth clients.

Investment advisory activities are conducted through Dynamic Advisor Solutions, LLC, doing business as Dynamic Wealth Advisors. In 2026, the firm expanded its national network by partnering with Capasso Planning Partners, based in Charleston, South Carolina, marking the first partnership in the state. This development aligns with Dynamic’s broader strategy to extend its practice-management platform to more advisory teams across the United States.

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