Empowered

Our network of resources and flexible solutions allow you to fully realize your entrepreneurial dreams.

Independent

You retain full ownership of your business; you determine your direction and how fast you want to grow.

Conflict-free

We offer the world-class tools, products and services you need to serve your clients with distinction.

our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

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our network

As the industry continues to trend towards independence, joining a strong network is more important than ever.

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our services

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
innovative benefits

From accessing client information at your fingertips with The Dynasty Desktop to planning and executing bespoke client events, Dynasty offers unique benefits to differentiate your clients’ experience.

learn more
network effect

As the industry continues to trend towards independence, joining a strong network is more important than ever.

learn more

our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

For advisors making the move to independence

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For advisors who have made the move to independence

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for advisors making the move to independence for advisors who have made the move to independence

eventsview all events

March 22-24, 2017 — Orlando, FL

Barron's Top Independent Advisors Summit

April 3-5, 2017 — New York City, NY

Tiburon CEO Summit XXXII

April 19-21 — Austin, TX

Dynasty Investments Forum

April 30 - May 5 — Orlando, FL

Fidelity Executive Forum

May 3-5, 2017 — Dallas, TX

Envestnet Advisor Summit

June 14-16, 2017 — San Diego, CA

Pershing Insite

pressview all press

March 23, 2017

Merrill breakaway launches RIA with an eye on cross-border wealth
Financial Planning

An ex-Merrill Lynch adviser opened a new RIA under Dynasty Financial Partners in the fifth new firm launched through [...]

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March 22, 2017

Merrill Lynch Director Leaves To Start Advisory Firm With Dynasty
Wealth Management News

A managing director at Merrill Lynch and his team have left to start their own firm with Dynasty Financial [...]

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March 21, 2017

Leading NYC-Based Financial Executive, Xerxes Mullan, Launches Avestar Capital as an Independent Advisory Firm In Partnership with Dynasty Financial Partners
Business Wire

Dynasty Financial Partners today announced that Avestar Capital becomes the most recent independent advisory firm to [...]

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March 21, 2017

High-End Merrill Broker in Manhattan Sets Up Independent Advisory Firm
Advisor Hub

A team of four advisors who worked with wealthy clients within Merrill’s elite Private Banking and Investment Group [...]

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