Whether you’re an Investment Advisor Representative (IAR) or a Registered Investment Advisor (RIA), Dynamic can support you. Some Advisors may be sole practitioners and others are multi-advisor teams. We’ve found that our most successful partnerships are with advisors who value an open, direct relationship and embrace the full experience of our strategically designed ecosystem of operations, compliance and technology.
We support advisors from $20 million AUM to more than $1 billion in AUM. By providing operational relief, advisors have more time to focus on their clients and grow their business.