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| Dynamic Advisor Solutions LLC
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|---|---|
| CRD # | 151367 |
| SEC # | 801-72203 |
| CIK # | 0001599747 |
| AUM | 5,637.3 M (2026-06-24) |
| Employees | 130 (50% Investors, 0% Brokers) |
| Phone | 877-257-3840 |
| Address | 2415 East Camelback Road Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,696 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,813 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 0.2 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 15,179 | 5.6 |
| By Discretionary | ||
| Discretionary | 15,094 | 5.6 |
| Non-Discretionary | 85 | 0.0 |
| Total | 15,179 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.6 | |
| Total | 15,179 | 5.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599747] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 56 |
| Serves | Institutional, Retail, Research |
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