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The power of 

growth

Our Network Advisors scale their businesses by fully leveraging our strategic resources while fulfilling their clients’ every need.

Shirl Penney, President and CEO
Member of the Dynasty Leadership Team

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The power of 

experience

Across our six locations nationwide, our team of more than 50 industry veterans elevate the success of our network through their dedication to service, innovation and building strategic business relationships.

Mary Tan Assistant Vice President, Legal and Compliance
Jeremy Zoladz Senior Vice President, Relationship Management

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The power of 

partnership

With nearly 50 independent firms thriving in our Network, we connect you to promote community, collaboration and continued growth.

Edward C. Swenson, Chief Operating Officer
Brenden Bell, Chief of Staff

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Dynasty is

Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to the valuable resources and industry-leading capabilities through an open architecture platform, enabling our advisors to address their clients’ needs in an objective manner.

We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients.

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"As a strategic partner, Dynasty provides the human and intellectual capital we need to Plan, Protect & Win for our clients. Dynasty’s mission and capabilities fully align with our OFS value proposition: Be Expert and Be Indispensable."

— Frank Zecca, CFP and Managing Director, OFS

Dynasty
Service Pillars

Dynasty redefines what is possible in wealth management by helping independent advisors deliver a distinctive end-client experience. Our Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform.

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Dynasty Community

The Dynasty Community reaffirms likeminded independent advisors and their teams that they are independent, but not alone...

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Dynasty Technology

The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities...

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Dynasty Finance

Dynasty Finance and Outsourced CFO empowers an RIA to effectively manage its financial risks with complete confidence in the reporting...

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Dynasty Investments

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer...

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Dynasty Marketing

Dynasty Marketing fully prepares an RIA to strategically manage their brand for communication with clients, partners, prospects, their community and the media...

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Dynasty Compliance

Dynasty Compliance will provide the legal and compliance support for an RIA – from the set-up of a new RIA to the training of a designated CCO...

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Dynasty Practice Management

Dynasty Practice Management shares the responsibility of managing an RIA across all aspects of the business...

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The Dynasty
Team

Our team partners with advisors who run their own RIA, but wish to achieve more by outsourcing and streamlining to improve efficiency.

Together, we create a unique and powerful community that promotes collaboration, partnership, investing in proprietary technology, sharing of best practices, unparalleled access, and scale that ultimately benefit all Dynasty Network firms and their clients.

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About Dynasty

Dynasty is

  • True advisor independence
  • Fiduciary responsibility & client advocacy
  • Customized, institutional-quality platform
  • Open architecture supporting multiple tech solutions
  • Access to leading investment products
  • Extraordinary service & expert advice
  • Buying power of a substantial network
  • Partnership among the industry’s top advisors
number of dynasty network firms
46
number of dynasty network advisors
160+
dynasty network assets under management
$30B+
number of dynasty corporate locations
6
Visit About Us

Concentus Wealth Advisors partners with Dynasty and Schwab Advisor Services

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Dynasty Financial Partners is pleased to announce that Concentus Wealth Advisors is featured in new educational videos about independent financial advisors created by Schwab Advisor Services.

The Dynasty Network

With nearly 50 firms in our Network, we represent more than 160 financial advisors – men and women who thrive in a model that emphasizes independence, business ownership and the flexibility to truly serve their clients’ every need.

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News

March 20, 2019

Envestnet Acquires MoneyGuide

Envestnet , which provides wealth management technology to advisory firms, is rounding out [...]

Barron's

February 28, 2019

Dynasty Financial Partners Hits the Ground Running in Florida: Hires Angela Gingras as Director of Operations Located in New St. Petersburg Headquarters

Dynasty Financial Partners announced today that industry veteran Angela Gingras will join [...]

February 19, 2019

Dynasty Headquarters Announcement

Dynasty is excited announce that we are moving our headquarters from New York City to St. [...]

February 19, 2019

Dynasty Financial Partners Relocates to Florida

Dynasty Financial Partners is moving its headquarters from the Big Apple to the Sunshine [...]

Barron's

March 22, 2019

Five habits of highly successful millennial advisors

An aging advisor population has highlighted the need to increase the ranks of [...]

Citywire USA

March 11, 2019

Difficult Clients? Bring 'em On, This Portfolio Manager Says

No doubt about it, difficult clients can be a hideous nightmare. But to portfolio manager [...]

Think Advisor

March 07, 2019

From the NFL's offensive line to the Army's front line

KANDAHAR AIRFIELD, Afghanistan -- On February 6, 2011 you could find Daryn Colledge [...]

Army.mil

February 27, 2019

Summit Trail Eyes National Expansion

The ultra-high net worth RIA is looking to add offices in the southeast, Texas, California [...]

Leigh Emery, Chief Compliance Officer for the Dynasty Network

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Jamie Ralliford, Chief Compliance Officer

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