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.

Conflict-free

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 transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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our network

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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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 transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

learn more
the network effect

From transition issues and back-office support to financing, platform development, and site location, we manage the details for you.

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powering independence

our vision

To empower advisors of integrity to realize their entrepreneurial dreams and to transform the advisor-client relationship.

events

June 03-05, 2015

Pershing Insite 15

October 13-14, 2015

Tiburon CEO Summit XXIX

press

May 14, 2015

Dynasty Taps Fortigent Co-Founder as New CIO - Fundfire

Dynasty Financial Partners has appointed a new CIO, hiring Fortigent veteran Scott Welch, as the firm aims to bolster [...]

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May 12, 2015

Cribstone Capital Management launches through Dynasty link-up - Private Asset Management Magazine

Maine-headquartered Cribstone Capital Management has launched as an independent advisory firm after partnering with [...]

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May 12, 2015

Cribstone Embarks on Its Second Generation - Financial Advisor IQ

Scott Upham is a wealth manager on a mission — and the conversion this week of $500 million-in-assets Cribstone [...]

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May 11, 2015

Dynasty adds Maine brokers that managed $425 mln - Thomson Reuters

May 11 (Reuters) - Dynasty Financial Partners, a high-end service provider started by former Smith Barney brokers that [...]

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