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 8, 2016 — Washington, D.C

Markets Group, Private Wealth DC Metro Forum

May 3-5, 2017 — Dallas, TX

Envestnet Advisor Summit

June 14-16, 2017 — San Diego, CA

Pershing Insite

press

August 26, 2016

Dynasty Lands Former Morgan Stanley Consulting Group Exec
Advisor Hub

Dynasty Financial Partners has hired a former regional manager from Morgan Stanley’s consulting group to help market [...]

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August 24, 2016

Dynasty Financial Partners Taps Matthew Marsh as Director of Investment Solutions
Business Wire

Dynasty Financial Partners announced today that Matthew Marsh will join the firm as Director of Investment Solutions. [...]

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August 24, 2016

Ex-MSWM Consulting Group Sales Exec Hops to Dynasty
Fundfire

Dynasty Financial Partners has snagged a former Morgan Stanley Wealth Management Consulting Group regional sales [...]

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August 18, 2016

Dynasty continues summer hot streak
Financial Planning

The platform provider has added its second new firm in two months, Concannon Wealth Management, a Bethlehem, PA.-based [...]

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