Dynasty Financial Partners

  • Alan-Harter-386x275rt “Dynasty gave us scale on day one and a much broader network of resources on day two. Our business is growing more today than at any point in my career. I don’t think that would have been possible without going independent, and certainly without Dynasty as my partner.”Alan Harter, MD, Managing Director, Pactolus Private Wealth Management
  • Jim-Maher-386x275rt “I chose Dynasty Financial Partners because they not only helped us transition our business to independence, but from day one their expertise has been valuable to the growth of the business.”James Maher, Archford Capital Strategies
  • Michelle-Smith-386x275rt “I am astonished at the growth of my business since I have teamed up with Dynasty. Going independent was the best decision I have ever made.”Michelle Smith, Source Financial Advisors
  • Erik-Strid-386x275rt “Not only was the serial publication a novel idea, but an effective and engaging way to get my book published. The roll-out and subsequent publicity is a perfect way for us to enhance our firm’s image with both clients and prospects.”Erik Strid, Concentus Wealth Advisors

Powering Independence

You have been in business for many years now. You have been successful and recognized by your peers and the firm you work for, but now is the time to own what you have built. It’s time to reignite your dreams, to start again, but this time it will be on your own terms.

You’re successful. So where do you take your success from here? Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. We help top advisors, whether they are already independent or those leaving the wirehouses, to build their businesses the same way we built ours: from the ground up, taking the long view, not short cuts. Then, we provide every possible measure of support.

At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with our resources and expertise behind you, there’s no better way to define success on your own terms.

Latest News

What Breakaways Get – and Don’t Get – From Dynasty – Financial Advisor IQWhat Breakaways Get — and Don’t Get — From Dynasty By Thomas Coyle December 10, 2014 If the movement of wealth-management assets to the RIA channel is akin to a gold rush, New York-based Dynasty Financial Partners wants to be its Levi Strauss — a company that got rich selling supplies to miners instead of […]
Source’s Michelle Smith Featured in ForbesGetting The Most From A High-Dollar Divorce Divorce is almost always an emotionally taxing experience. Divorces that involve millions (or billions) of dollars have an added level of intensity and drama. It’s not uncommon for the parties in a divorce to act in irrational ways that may be counter to their own best interests or […]
Wells Breakaway: “It Took Us Nearly 20 Years to Decide” – Financial Advisor IQBy Murray Coleman November 13, 2014 Erik Strid had been at Wells Fargo Advisors for 11 years, when he left with his father, Gerald, and younger brother, Paul, early this year to form Concentus Wealth Advisors in King of Prussia, Pa. Strid is chief executive of the firm, an independent RIA that manages $415 million. […]
Dynasty Signed 10 Teams, as Product Platform Assets Double – FundFireBy Danielle Verbrigghe November 13, 2014 Dynasty Financial Partners has seen its product platform nearly double in the past year to reach $6 billion, as its registered investment advisor (RIA) network has grown to 24 firms with $22 billion in overall assets. That’s up from 17 teams with about $17 billion in assets, as reported […]
Powered By Dynasty: The Evolution of the RIA – AdvisorHubOCTOBER 31 – Breaking out on the financial scene four years ago, Dynasty Financial Partners has become a testament to the adaptability of financial companies by creating an entirely new category: integrated platform services. While that might seem like a mouthful, in the last few weeks Dynasty landed a team from Wells Fargo doing $400M in […]
Perspectives On The US Advisor “Breakaway” Trend – Part 1ELIANE CHAVAGNON Editor – Family Wealth Report 21 August 2014 Last year Cerulli Associates projected an overall downward trajectory in US advisor headcount due to retirement and advisor exits outpacing new advisor generation. Specifically, the research firm predicted that the number of advisors in the wirehouse channel will decline from 47,843 at the end of […]
7 Essential Rules for Building Your Business – Financial PlanningBuilding your own business, even with a team of experts behind you, requires tough decisions regarding resources, clients and employees. But most of all it requires leadership. We launched Dynasty Financial Partners almost four years ago after spending two years building our concept and business plan before we launched. What follows are a few lessons […]
WSJ – Specializing an Advisor Practice- Michelle SmithMichelle Smith, CEO Source Financial Advisors discusses with the WSJ the importance of specializing in an Advisor practice. WSJ VIDEO
Four Ways Wirehouse Cost-Cutting Could BackfireAugust 21, 2014 Mindy Diamond is president and CEO of Diamond Consultants, a recruiting firm in Chester, N.J. Although UBS’s recent move to lay off 75 client-service associates came after it reported record revenue per advisor, the decision is not shocking. Nor is one surprised by Morgan Stanley’s decision to pass some support-staff costs onto […]
Perspectives On The US Advisor “Breakaway” Trend – Part 2: Case StudyIn the second part of a feature (see part one here) looking at firms targeting the independent channel and the so-called “breakaway” trend, Family Wealth Report speaks to Erik Strid, principal of Concentus Wealth Advisors. Concentus partnered with Dynasty in February of this year, joining from Wells Fargo Advisors. The firm’s primary service is wealth and financial planning […]


Private Asset Management Awards 2015February 2, 2015 New York, NY
Barron’s Top Advisory Teams SummitFebruary 4 – 6, 2015 Las Vegas, Nevada
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