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.

learn more

innovative benefits

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more

our network

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
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 transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
the network effect

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more

powering independence

our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

events

October 13-14, 2015

Tiburon CEO Summit XXIX

October 21-23, 2015

Dynasty Partners Summit

November 10-13, 2015

Schwab Impact 2015

December 01, 2015

Barron’s Top Women Advisors Summit

press

July 27, 2015

$3B Barclays Team Joins Dynasty as Stifel Deal Nears - OnWallStreet

The number of Barclays advisors jumping ship rather than joining Stifel continues to [...]

read more

July 27, 2015

Barclays Financial Advisers Split, Forming $3 Billion Independent Firm - The Wall Street Journal

A half dozen financial advisers from Barclays PLC’s U.S. wealth-management group, including its former head, have left [...]

read more

July 27, 2015

Six Leading Executives Create Summit Trail Advisors, A National Wealth Management Boutique - BusinessWire

Dynasty Financial Partners today announced its partnership with Summit Trail Advisors, the most recent independent [...]

read more

June 30, 2015

Former $3B Deutsche Bank Advisors Launch California RIA - wealthmanagement.com

A San Francisco-based advisory team from Deutsche Bank with $3 billion in client assets launched Intellectus Partners as [...]

read more