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

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

June 23, 2017

FT 300: Top Registered Investment Advisers
Financial Times

RIAs on this year’s Financial Times list are grappling with the fallout from Donald Trump’s presidency, poor hedge [...]

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June 23, 2017

Summer Strategies: Stay in Touch with Vacationing Clients
Financial Advisor IQ

With Memorial Day behind us and July Fourth fast approaching, it’s a good time to remember summer doesn’t have to be [...]

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June 22, 2017

Summer Strategies: Catch-Up, Rethink and Review
Financial Advisor IQ

Summertime means time off and time away for many wealth management clients. But some wealth managers say they’ve come [...]

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June 20, 2017

Silicon Valley-based Independent Wealth Management Firm, Intellectus Partners, Hires Alice Wu as Head of Asia Pacific Region, Wealth Creation & Preservation
Intellectus

NEW YORK, NY, June 20, 2017-Intellectus Partners today announced that the firm has expanded its leadership team with the [...]

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