Dynamic Advisor Solutions, a professional services provider for wealth advisors, welcomed eight new wealth advisors to its nationwide network of advisor clients in 2021. Of the new advisors, two joined existing Dynamic practices.
The new advisors expand the Dynamic network across the U.S. by approximately $223 million in Assets Under Management (AUM), representing year-over-year growth in the number of Dynamic affiliate practices throughout Arizona, California and Florida. The Dynamic network comprises approximately 80 wealth advisory practices in 17 states; it includes Independent Advisor Representatives (IARs) and Registered Investment Advisors (RIAs), serving nearly 5,000 clients and $3.5 billion in assets. The new advisors that partnered with Dynamic in 2021 are listed as per practice name and location:
- Chichester Financial Group, LLC, Phoenix
- Clear Vista Advisors, Grand Rapids, Mich.
- Crestview Capital Management*, Agoura Hills, Calif.
- East Valley Wealth, Gilbert, Ariz.
- Financial Designs Wealth Management, Miami
- MEIRA* (formerly The Lubitz Financial Group), Coral Gables, Fla.
- Strategic Wealth Advisors, Dewitt, N.Y.
- Wolf Private Wealth, Scottsdale, Ariz.
*Denotes existing practices with new advisors.
“We’re pleased to welcome these fine wealth advisory professionals to the Dynamic family,” said Jim Cannon, Dynamic CEO. “As we continue to expand our network, they represent the depth of talent, growth potential and outstanding client service we seek to partner with.”
