Dynasty Financial Partners

Founding Date

Dynasty Financial Partners is a leading provider of wealth management and technology platforms for select independent financial advisory firms. Known for assisting advisors of integrity to better serve their clients while ultimately growing their enterprise value, the firm offers access to flexible capital solutions to help these advisors develop, expand, and scale their business. Dynasty provides middle and back office support in the areas of finance, technology, marketing, compliance, practice management, investments, consulting and community. They also provide M&A support to firms looking to grow inorganically or to plan for succession.

  • Dynasty Financial Partners has experienced significant growth in recent years, with the firm’s TAMP recently ranking fourth in Wealth Advisor’s Top TAMP 2020 Survey rankings.

  • The firm creates access to some of the best-in-class resources and capabilities through an open architecture platform, enabling advisors to address their clients’ goals in an objective manner.

  • The firm's core service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management.

  • They cater to consumer products and services, information technology, and financial services sectors.

About Dynasty

  • 46 Dynasty Network Firms

  • 160+ Dynasty Network Advisors

  • $40B+ Dynasty Network Assets Under Management

  • 6 Dynasty Corporate Locations

Dynasty Financial Partners offers:

  • 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