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.

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

December 5- 8, 2016 — Miami, FL

The Market Counsel Summit

December 8, 2016 — Washington, D.C

Markets Group, Private Wealth DC Metro Forum

February 13, 2017 — New York City, NY

Private Asset Management Awards 2017

April 3-5, 2017 — New York City, NY

Tiburon CEO Summit XXXII

May 3-5, 2017 — Dallas, TX

Envestnet Advisor Summit

June 14-16, 2017 — San Diego, CA

Pershing Insite

pressview all press

November 29, 2016

New Multi-Fund Private Equity Products Aim for Advisors
Fundfire

A new round of products bundling multiple private equity funds into single vehicles is rolling into the independent [...]

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November 29, 2016

How to Help Small-Business Owners
Wall Street Journal

James D. Maher is the founder and chief executive of Archford Capital Strategies in Swansea, Ill. Voices is an [...]

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November 23, 2016

Trump's Tax Plan Threatens to Soften SMA Sales Pitch
Fundfire

Lower tax rates for top earners could soon be a reality, with president-elect Donald Trumppoised to take on the [...]

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November 21, 2016

Special sauce: Advising clients who own fast food franchises
Financial Planning

Brad Griswold’s Pennsylvania planning firm didn’t intend to specialize in serving franchise business owners, but [...]

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