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
the network effect

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

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powering independence

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 for advisors who have made the move to independence

events

May 17-18, 2016 — Dallas, TX

Fidelity Inside Track

May 18-20, 2016 — Chicago, IL

Envestnet Advisor Summit

May 18-20, 2016 — New Orleans, LA

Barron’s Top Independent Women Advisors Summit

June 7-9, 2016 — Orlando, FL

Pershing Insite

June 28-29, 2016 — San Fransisco, CA

Fidelity Inside Track

September 2016 — TBA

Dynasty Partners Summit

press

May 04, 2016

Advisers Add Investment Committees to Smooth Operations
The Wall Street Journal

As advisers continue to break away from the largest securities firms and registered investment advisory firms become [...]

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May 03, 2016

Dynasty Financial Partners Taps Senior Marketing Leader, Gordon Abel, as Senior Vice President, Director of Marketing
Business Wire

Dynasty Financial Partners announced today that it has hired industry marketing veteran Gordon Abel as Senior Vice [...]

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April 28, 2016

Aha! Why It’s So Important to Get an Early Start on Retirement Saving
The Wall Street Journal

The adviser: Matthew Papazian, founding partner of Cardan Capital Partners LLC in Denver. The chart: The bars in the [...]

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April 28, 2016

How ETFs can manage asset allocation, fees, even taxes
Financial Planning

The explosive growth of ETFs over the past decade has fundamentally changed the wealth management industry in several [...]

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