Alternatives to Dynamic Advisor Solutions
Dynamic Advisor Solutions provides outsourced operations, compliance, technology and investment management to independent wealth advisors. It works with RIA owners, investment adviser representatives who join its own RIA, and advisors leaving wirehouses or broker-dealers, and it also sells a TAMP to RIAs that do not affiliate with it. Read the Dynamic Advisor Solutions profile.
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accountsSubscription
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote