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

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our network

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

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

learn more
the network effect

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

learn more

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

February 9-10, 2016 — New York City, NY

Black Diamond Dynasty Bootcamp

March 2-3, 2016 — Miami, FL

SOBE LIVE!

March 21-23, 2016 — Scottsdale, AZ

Barron’s Top Indy Advisors Summit

April 2016 — Philadelphia, PA

Dynasty Peer Connect

May 18-20, 2016 — Chicago, IL

Envestnet Advisor Summit

May 18-20, 2016 — New Orleans, LA

Barron’s Top Independent Women Advisors Summit

press

February 01, 2016

Wirehouses Gear Up on the Tech Frontier
Think Advisor

With more than $700 million in client assets under advisement, three Merrill Lynch Wealth Management advisors and their [...]

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February 01, 2016

The Home Economist: Know your tolerance for risk
The Miami Herald

As the 2016 stock market careens onto a roller coaster, economists on television are excitedly providing viewers with [...]

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January 27, 2016

For some advisers, money not motivating factor to go independent
Investment News

Wirehouse advisers looking for independence have choices of the type of firms they create or join – independent [...]

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January 26, 2016

Dynasty boosts Windy City presence
PAM Magazine

Dynasty Financial Partners has opened an office in the Chicago Loop area, and simultaneously made a major hire for the [...]

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