Dynamic Wealth Advisors
7150 East Camelback Road Suite 444
Scottsdale, AZ 85251
No. advisers: 74
|Financial planning clients||51-100|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website % change assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 The Mather Group 353 N. Clark St., Suite 2775 Chicago, IL 60654 (630) 537-1078 themathergroup.com...
June 1, 2019 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.