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.

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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 15-16, 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

February 23, 2017

Two Leading Financial Advisory Firms Combine to Launch Icon Wealth Partners: Firm Immediately Becomes One of the Largest Independent Wealth Advisory Firms in Texas
Business Wire

Dynasty Financial Partners Adds Houston-Based Icon Wealth Partners to its Growing Network of Independent Advisory Firms; [...]

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February 23, 2017

UBS, Morgan Stanley Teams in Texas Merge into Independence
Advisor Hub

A trio of Houston brokers—two from Morgan Stanley and the third from UBS Financial Services—joined forces last [...]

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February 23, 2017

Wirehouse advisers with $750M in combined AUM go indie with Dynasty
Financial Planning

Three wirehouse advisers managing $750 million in combined client assets broke away to launch their own firm with help [...]

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February 23, 2017

D.B. Root & Company Named Top Pittsburgh Financial Advisor
Advisory HQ

Hiring any old financial advisor in Pittsburgh is not difficult. Finding the top financial planner in Pittsburgh is. [...]

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