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.

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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

June 7-8, 2017 — New York, NY

Dynasty NYC L!VE

June 14-16, 2017 — San Diego, CA

Pershing Insite

October 23-25, 2017 — Palm Springs, CA

Dynasty Partners Summit

November 14-17 — TBD

Schwab Impact

December TBD — TBD

MarketCounsel Summit

pressview all press

May 22, 2017

Dynasty Financial Partners Taps Senior Industry Leader, Mason Salit, as Senior Vice President, Director of Network Development – Eastern Division
Business Wire

Dynasty Financial Partners announced today that industry veteran Mason Salit will join the firm as Senior Vice [...]

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May 16, 2017

Dynasty Financial Partners Expands its Investments Team: Hires Joe Dursi as Director of the Investment Platform
Business Wire

Dynasty Financial Partners welcomes Joe Dursi to the Dynasty Investment team as Director of the Investment Platform [...]

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May 16, 2017

To Woo Millennials, Financial Advisers Dress the Part
The Wall Street Journal

Wealth managers change approach—and clothes—to bridge a generation [...]

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May 15, 2017

Merrill Lynch recruiting pullback: Regionals and breakaways eye opportunity
Financial Planning

Merrill Lynch plans to scale back from adviser recruiting, mirroring a move that UBS took last year and creating an [...]

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