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.

Transparency

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

June 7-8, 2017 — New York, NY

Dynasty NYC L!VE

June 14-16, 2017 — San Diego, CA

Pershing Insite

October 23-25, 2017 — Palm Springs, CA

Dynasty Partners Summit

November 14-17 — TBD

Schwab Impact

December TBD — TBD

MarketCounsel Summit

pressview all press

May 24, 2017

The five Cs of succession planning
Financial Planning

An advisory firm is the practice owner's baby, and that person may have spent his or her entire career building the [...]

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May 24, 2017

To financial advisors: Get started with social media
Advent Blog

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social [...]

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May 23, 2017

Digitalization is the Inevitable Next Wave
Financial Advisor IQ

Financial advisors are under increasing pressure to interact with clients over smartphones and other handheld devices. [...]

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May 23, 2017

How the Wealthy Talk to Their Children About Money
The Wall Street Journal

Ron Weiner remembers sitting his two girls down to discuss the amount of money they stood to inherit. One was in college [...]

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