DYNAMIC WEALTH ADVISORS
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #799 of mapped providers
Assets under administration$32.5B0.0%Market share · rank #423
Fees received$409,734Median $14,084/planSum across Schedule C direct + indirect
Net wins YoY+05 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DYNAMIC WEALTH ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where DYNAMIC WEALTH ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 13 | $11,913 | |
Other fees; Investment advisory (plan)Code 27 | 4 | $26,295 | |
Securities brokerage commissions and fees; Securities brokerageCode 33 | 2 | $14,175 |
Competitor overlap
Percent of DYNAMIC WEALTH ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DYNAMIC WEALTH ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
PITNEY BOWES INC.CT · 060495050-006 | T ROWE PRICE RPS INC | $1.7B |
SEYFARTH SHAW LLPIL · 362152202-004 | JP MORGAN INVESTMENT MANAGEMENT INC | $926M |
HARMONIC INC.CA · 770201147-001 | CHARLES SCHWAB & CO., INC. | $154M |
PRIDE TRANSPORT, INC.UT · 870473980-002 | PRINCIPAL LIFE INSURANCE COMPANY | $9M |
Plans lost in 2024
Appeared last year under DYNAMIC WEALTH ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
WOOD GROUP U.S. HOLDINGS, INC.TX · 760688757-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.1B |
NUSTAR SERVICES COMPANY LLCTX · 475622749-002 | TACTIVE ADVISORS LLC | $329M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $105,209 | 6y | 1 |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $38,000 | 7y | - |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $14,084 | 2y | 1 |
INTUIT INC.CA · 770034661-001 | $3.7B | 35,542 | $6,728 | 2y | 1 |
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $34,734 | 1y | 1 |
PITNEY BOWES INC.CT · 060495050-006 | $1.7B | 12,907 | $8,023 | 1y | - |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $5,322 | 1y | 2 |
GANNETT FLEMING, INC.PA · 251613591-002 | $830M | 6,127 | $7,412 | 4y | 1 |
BIOMARIN PHARMACEUTICAL INC.CA · 680397820-001 | $715M | 3,321 | $11,913 | 3y | 1 |
COTY INC.NY · 133823358-002 | $450M | 3,725 | $14,197 | 3y | 1 |
Flag exposure
89.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into DYNAMIC WEALTH ADVISORS.
- DYNAMIC WEALTH ADVISORS
- DYNAMIC WEALTH ADVISORS LLC
- DYNAMIC WEALTH ADVISORS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DYNAMIC WEALTH ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 21.05% | 1.71% | +19.34 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 10 | 52.63% | 1.76% | +50.87 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DYNAMIC WEALTH ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent