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.

Transparency

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
network effect

As the industry continues to trend towards independence, joining a strong network is more important than ever.

learn more

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

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For advisors who have made the move to independence

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for advisors making the move to independence for advisors who have made the move to independence

eventsview all events

August 15-16, 2017 — Chicago, IL

Chicago L!VE

September 13-14, 2017 — New York, NY

Dynasty Days - Investments II

October 23-25, 2017 — Palm Springs, CA

Dynasty Partners Summit

November 14-17 — TBD

Schwab Impact

December TBD — TBD

MarketCounsel Summit

December 7-8, 2017 — New York, NY

Dynasty Days - Client Service

pressview all press

August 18, 2017

Former Merrill Lynch advisors launch new firm
Central Penn Business Journal

Necessity is the mother of invention. And many times, a job loss is the father of new business. That was how Frank [...]

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August 18, 2017

Why RIAs are the future of financial advising
Investment News

For years the Registered Investment Advisor (RIA) model has been growing in prominence. And now forces are converging to [...]

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August 18, 2017

What Spotify’s Un-IPO Means for Wealth Management
The Wall Street Journal

If Wall Street doesn’t adapt, direct-listing model could undercut a key relationship tool for [...]

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August 18, 2017

Why FAs Are Still Reluctant to Jump on ESG Bandwagon
Financial Advisor IQ

A wave of mutual funds and ETFs with socially responsible investing themes keep coming to market. By investment [...]

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