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.

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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

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

October 2017 — TBD

Dynasty Partners Summit

November 14-17 — TBD

Schwab Impact

pressview all press

April 18, 2017

Dynasty Financial Partners Adds $750M RIA
Financial Advisor IQ

An independent wealth management practice with $750 million in assets has joined Dynasty Financial Partners’ network, [...]

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April 18, 2017

Dynasty raises platform bar with latest partner
Financial Planning

Platform powerhouse Dynasty Financial Partners has completed its biggest deal of the year so [...]

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April 17, 2017

Seeking Growth, Next Capital Management, with $750 Million in Client Assets, Joins Dynasty Financial Partners’ Network of Advisors
Business Wire

Dynasty Financial Partners is delighted to welcome the independent wealth management firm, Next Capital Management, to [...]

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April 17, 2017

Dynasty Financial adds Next Capital to network of investment advisors
Reuters

Dynasty Financial Partners LLC, which provides back-end support services to independent wealth management firms, said it [...]

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