Dynamic Advisor Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Dynamic Advisor Solutions reports 5,634 clients. They include 3,696 individual clients, 1,813 high-net-worth individuals, and 69 pension and profit-sharing plans. Of its assets, 99.3% ($5.6B across 15,094 accounts) are managed with discretion; $38.8M across 85 accounts are not. It advised 56 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 15% |
| High-net-worth individuals | 32% | 79% |
| Pension and profit-sharing plans | 1% | 4% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,696 | $863M | 15.3% | $233K |
| High-net-worth individuals | 1,813 | $4.45B | 79.0% | $2.46M |
| Pension and profit-sharing plans | 69 | $236M | 4.2% | $3.42M |
| Charitable organizations | 15 | $25.4M | 0.4% | $1.69M |
| Corporations and other businesses | 41 | $60.4M | 1.1% | $1.47M |
| Total | 5,634 | $5.64B | 100% | $1M |
- Clients
- 3,696
- Regulatory AUM
- $863M
- AUM share
- 15.3%
- Avg. per client
- $233K
- Clients
- 1,813
- Regulatory AUM
- $4.45B
- AUM share
- 79.0%
- Avg. per client
- $2.46M
- Clients
- 69
- Regulatory AUM
- $236M
- AUM share
- 4.2%
- Avg. per client
- $3.42M
- Clients
- 15
- Regulatory AUM
- $25.4M
- AUM share
- 0.4%
- Avg. per client
- $1.69M
- Clients
- 41
- Regulatory AUM
- $60.4M
- AUM share
- 1.1%
- Avg. per client
- $1.47M
Total
- Clients
- 5,634
- Regulatory AUM
- $5.64B
- AUM share
- 100%
- Avg. per client
- $1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 56
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Dynamic Advisor Solutions charges up to 2.25% a year for its Dynamic Investment Management and Advisory Account Fees. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning is billed hourly at $150 to $500 per hour, as a fixed fee of $1,000 to $50,000 per project, or as a retainer of $1,000 to $20,000 per year.
Dwa Management LLC owns 75% or more of Dynamic Advisor Solutions and is in turn owned by Cannon Family Trust (75% or more). James Cannon is CEO; the leadership team includes Chief Investment Officer Konstantin Etus and Chief Compliance Officer Cherie Jolly. It has 130 employees, 65 of them in advisory roles.
Leadership
James CannonChief Executive Officer
Cherie JollyChief Compliance Officer
Eric DraughonChief Service Officer
Konstantin EtusChief Investment Officer
Steven KuleszaChief Business Development Officer
Justin PatrickChief Technology Officer
Investment adviser representatives
75 representatives listed in the SEC register as of 9 October 2026.
- Michael A Acevedo
- Mark Loal Anderson
- Vincent James Asaro
- Brock Benjamin Bowden
- Brian C Bowen
- Laura Ann Bradford
- Brian Michael Bucell
- John Allen Davis III
- Margot Suzanne Davis
- Sara Marshall Di Ruscio
- Parker Elliott Dubreuil
- Ross Daniel Emmer
- Laura Alice Evans
- Anthony James Fischetti
- Michael Aubrey Freeman
- Timothy M Garretson
- John Graton Gillespie
- Erin Michael Goergen
- Matthew Robert Hansen
- Justin Brooks Hardesty
- Joseph Andrew Harris
- Marina Hernandez
- Matthew Michael Hoaglin
- David Russell Hoffman
- Patrick Edward Huey
- David Anthony Hughes
- Heather Jackson
- Mark Stephen Johnson
- Riley Stephen Johnson
- Cameron Luke Juhnke
- Michelle Anne Kaufman Gulko
- Jeffrey Edward Krueg
- Theresa Anne Krueg
- Shannon Nicole Larson
- Edward Jonathon Lebeau
- Delvis Llanes
- Desiree Ann Longoria
- Jose Guadalupe Longoria JR
- Alano David Massi
- David Jeffery Marques Matuszak
- Michael Richard Mazzella Jr.
- Kelly Lane McCann
- Thomas Scott McCann
- Tomas McMillan II
- Craig Alan Nieschwietz
- Michael Niewiadomski
- Jason Garrett Noble
- Roger Nusbaum
- Ryan C Olds
- Christopher Edward Ordway
- Athanassios Panagiotakopoulos
- Derek Samuel Pantele
- Stephen Morgan Pease
- Scott Allen Rader
- Sundip "Sonny" Rai
- Ryan Timothy Rippy
- Andrew J. Sekula Mr.
- Charles Steven Sera
- Kushal Ashwin Shah
- Rodney Alan Smith
- Theresa Colette Standart
- Melissa J Stewart
- Paul Thomas Swenson
- Jamie Brooke Thomas
- Celeste Karen Wall
- Mark Edward Weil
- Donald Cutler Wiscomb
- Stefan J Wolf
- David Jeng-Huei Wu
- Jonas M Zamora
- alecsander Angeles Zari
Staff
- 130 employees
- 65 in advisory functions
- 65 state-registered reps
- 32 insurance agents
- 4 soliciting firms
- Owns 75% or more of Dynamic Advisor Solutions LLC
Dwa Management LLC
Control person · since January 2014
- Owns 75% or more of Dwa Management LLC
Cannon Family Trust
since December 2013
- Owns 50% to 75% of Cannon Family Trust
Susan Cannon
since May 2003
- Owns 50% to 75% of Cannon Family Trust
James Cannon
Control person · since May 2003
Dynamic Advisor Solutions’ regulatory assets grew 2.0× from $2.8B (July 2021) to $5.64B (August 2026); clients rose from 3,713 to 5,634 and employees from 97 to 130. In 2018, Oxford Asset Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $5.64B | 5,634 | 130 | 55 |
| July 2025 | $5.34B | 5,484 | 130 | 55 |
| July 2024 | $4.83B | 5,476 | 125 | 55 |
| June 2023 | $3.25B | 4,398 | 120 | 51 |
| July 2022 | $3.31B | 3,931 | 116 | 51 |
| July 2021 | $2.8B | 3,713 | 97 | 51 |
Firms that joined
20181 joined
- Oxford Asset ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Dynamic Advisor Solutions has 54 offices (14 private residences, listed without an address), with 30 listed addresses across 11 states.
Arizona · 8 listed addresses
- 2415 East Camelback Road, Suite 700, PhoenixHQ
- 2375 E Camelback Road, Phoenix
- 5134 N Central Avenue, Phoenix
- 2415 E Camelback Road, Phoenix
- 12090 N Thornydale Road, Marana
- 1250 E. Missouri Avenue, Phoenix
- 2415 E Camelback Road, Phoenix
- 8283 N Hayden Road, Scottsdale
California · 8 listed addresses
- 30700 Russell Ranch Road, Westlake Village
- 515 Marin Street, Thousand Oaks
- 1100 Town and Country Road, Orange
- 23622 Calabasas Road, Calabasas
- 1100 Town and Country Road, Orange
- 12636 High Bluff Drive, San Diego
- 5000 Birch Street, Newport Beach
- 12636 High Bluff Drive #400, San Diego
Michigan · 3 listed addresses
- 630 Kenmoor Avenue Se, Grand Rapids
- 818 Red Drive, Traverse City
- 49921 Walter Court, Shelby Township
Texas · 3 listed addresses
- 311 N Front Street, Fall City
- 3827 N 10th Street, McAllen
- 2376 Bulverde Road, Bulverde
Florida · 2 listed addresses
- 801 Brickell Avenue, Miami
- 433 Plaza Real, Boca Raton
Colorado · 1 listed address
- 2615 Main Avenue, Durango
Illinois · 1 listed address
- 790 Estate Drive, Deerfield
Oklahoma · 1 listed address
- 19565 Sportsman Road, Edmond
South Carolina · 1 listed address
- 1240 Winnowing Way, Mount Pleasant
Utah · 1 listed address
- 2150 South 1300 East, Salt Lake City
Washington · 1 listed address
- 2005 Se 192nd Avenue, Camas
Other business names
Dynamic Advisor Solutions has reported 36 other business names to the SEC.
- Affinity Financial, LLC
- Arrow Wealth Management
- Balanced Financial Services
- Catalina Wealth Partners, LLC
- Centennial Investment Advisors
- Clearvista Advisors
- Crestview Capital Management
- DJM Wealth Strategies
- Davinci Capital Partners
- Desmond Liggett Wealth Advisors
- Fortress Asset Management
- Full Picture Financial, LLC
Show all 36 names
- 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
- STF Wealth Management
- Seagrove Wealth Partners
- 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
Contact and registration details
- Legal name
- Dynamic Advisor Solutions LLC
- Headquarters
- 2415 East Camelback Road, Suite 700, Phoenix, AZ 85016
- Website
- dynamicadvisorsolutions.com
- Phone
- 877-257-3840
- SEC file
- 801-72203
- Structure
- Delaware LLC
- Fiscal year end
- December
Dynamic Advisor Solutions uses Charles Schwab ($3.89B, 82%) and Fidelity ($874M, 18%) as custodians for its separately managed accounts. Dynamic Advisor Solutions does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $874M18%
- Charles SchwabCharles Schwab & Co., Inc. · Dallas, TX · $3.89B82%
At year end, Dynamic Advisor Solutions’ separately managed accounts were mostly in funds (51%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.53B across 1,045 positions; the largest are Apple Inc. (3.2%), SPDR Series Trust (2.1%) and Nvidia Corporation (1.7%).
What the accounts hold
- Stocks30%
- Funds51%
- Bonds9%
- State and local bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds2%
- Cash8%
- Other1%
- Primarily annuities with sub investment accounts.1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $3.53B
- Reported 13F value
- 1,045
- Positions
- 16.2%
- In the 10 largest
- +11.2%
- Value vs. prior quarter
- Apple Inc.3.2%
- SPDR Series Trust · ST Str P500etf2.1%
- Nvidia Corporation1.7%
- Goldman Sachs ETF TR · Activebeta US LG1.4%
- Fidelity Merrimack Str TR · Total BD ETF1.4%
- Microsoft Corp.1.3%
- Dimensional ETF Trust · US Equi Mark ETF1.3%
- Schwab Strategic TR · US Mid-cap ETF1.3%
- Invesco Qqq TR · Unit Ser 11.2%
- Amazon Com Inc.1.1%
Together, the ten largest are 16.2% of reported value.
How many clients does Dynamic Advisor Solutions have?
Dynamic Advisor Solutions has 5,634 clients and manages $5.64 billion for them, as of August 2026. They include 3,696 individual clients, 1,813 high-net-worth individuals, and 69 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Dynamic Advisor Solutions offer?
Dynamic Advisor Solutions provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Dynamic Advisor Solutions charge?
Dynamic Advisor Solutions charges up to 2.25% a year for its Dynamic Investment Management and Advisory Account Fees. The fee is billed in advance or in arrears and is negotiable.
Source: DYNAMIC WEALTH ADVISORS ADV PART 2A FIRM BROCHURE - 3.2026, filed 20 March 2026
Which custodians does Dynamic Advisor Solutions use?
Dynamic Advisor Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Dallas, TX), with $3.89B and Fidelity Brokerage Services LLC (Smithfield, RI), with $874M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Dynamic Advisor Solutions have?
Dynamic Advisor Solutions has 65 investment adviser representatives registered with state securities authorities, out of 130 employees, and 65 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 32 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Dynamic Advisor Solutions invest in?
At the end of its last fiscal year, Dynamic Advisor Solutions’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 8% cash and equivalents, 4% state and local bonds, 3% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% other. The 1% other category is described as: Primarily Annuities With Sub Investment Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Dynamic Advisor Solutions?
Dynamic Advisor Solutions is owned through a chain of holding companies by Susan and James Cannon. Its direct owner is Dwa Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Dynamic Advisor Solutions get paid?
Dynamic Advisor Solutions is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Dynamic Advisor Solutions?
Dynamic Advisor Solutions’ main office is at 2415 East Camelback Road, Suite 700, Phoenix, AZ 85016. Its phone number is 877-257-3840. Its website is dynamicadvisorsolutions.com.