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

October 24-27, 2016 — San Diego, CA

Schwab Impact 2016

November 2-4, 2016 — Aspen, CO

Dynasty Partners Summit

December 5-8, 2016 — Miami, FL

MarketCounsel Summit

press

July 21, 2016

RIA Movement Inspires More Shops to Target Breakaways
Fundfire

As the RIA channel continues to lure advisors, a range of firms are competing to provide them with financing, guidance [...]

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July 18, 2016

Why Goals-Based, And Why Now?
Family Wealth Report

One clear and continuing trend in the high net worth advisory community is the adoption of “goals-based” portfolio [...]

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July 18, 2016

Newly formed YorkBridge plans to serve the growing Hamptons wealth market
PAM Magazine

Carrie Gallaway and Andrew Stern, former managing partners at Lebenthal, a New Yorkbased wealth management firm, have [...]

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July 13, 2016

Silicon Valley-based Independent Wealth Management Firm, Intellectus Partners, Expands its Investment Team & Footprint; Celebrates One Year Anniversary
Business Wire

NEW YORK--(BUSINESS WIRE)--Intellectus Partners today announced that the firm has expanded its investment team. Ben [...]

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