The Era of Independence™
Dynasty helps advisors of integrity join the growing movement in wealth management to The Era of Independence. We are proud to liberate and advocate on behalf of all entrepreneurial advisors who want to build a better business and better serve their clients.
The biggest benefit is the freedom and flexibility to better serve our clients.
Katherine Forrester Schneewind
There's no greater feeling than building my firm on my own but not alone, at my speed, on my terms.
Michael Rose
The ability to be nimble in regards to our tech stack is much better today than at the wirehouse.
Matt Kilgroe
We’ve created our own Dynasty in establishing a business to best service our clients.
Michelle Smith
We unlocked opportunities to find the right fit for our clients, not just offering what’s "in the box."
Scott BillsIndependent but Not Alone™
Both established RIAs and established advisors looking to go independent partner with Dynasty to access our proprietary resources, integrated WealthTech platform, experienced team, capital strategies, and Dynasty Community to help provide their clients with personalized wealth management advice.
Choosing the Right Financial Advisor: Core Guidance for Entrepreneurs
Entrepreneurship is a journey filled with unique challenges and vast opportunities. That’s why choosing the right financial advisor is crucial for navigating the complexities of business and personal finances.
In a recent Entrepreneur Magazine article, Shirl Penney, President and CEO of Dynasty, shares insights on finding advisors who blend industry expertise, experience, and a collaborative, independent spirit to help you achieve financial success.
Discover the Difference with The Dynasty Delta
Maximize your firm’s efficiency and profitability while accelerating growth and helping to increase your firm’s valuation. Download the exclusive F2 Strategy research report to unlock the advantages of The Dynasty Delta.
Dynasty’s Triangulation of Advice®
Whether starting a new fully independent RIA, growing their existing RIA or joining one of the established independent RIAs across the Dynasty Network, advisors can leverage the Dynasty Triangulation of Advice® model where their advice is separate from custody, and separate from where investment products are manufactured and sold. This allows them to limit many conflicts of interest to build better businesses while better serving their clients.
Find an Advisor
Unlock your Peace of Mind
Managing significant wealth can be complex. Finding the right advisor takes more than a survey – it requires human empathy and expertise. Connect with an independent advisor powered by Dynasty to meet today’s needs and plan for tomorrow’s goals.
Unlock Supported Independence™
Building a future doesn’t happen alone. You have help from family, friends, and colleagues. A support system that pushes you to be your best. They find ways to assist and empower you. You might be in the driver’s seat, but they’re by your side—guiding the way.
About Us
We Power Full Independence
The Dynasty Network of advisors spans coast-to-coast connected through the power of our integrated WealthTech platform and the expertise of our people and Community.
14
Years of being the leading advocate for independent advisors
53
Dynasty Network firms across the country
300+
Dynasty Network financial advisors
800+
Dynasty Community members across our Network
$85B
Dynasty Network Q4 2023 period end assets under administration
*As of Q4 2023
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