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The power of 

growth

Our Network Advisors scale their businesses by fully leveraging our strategic resources while fulfilling their clients’ every need.

Shirl Penney, President and CEO
Member of the Dynasty Leadership Team

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The power of 

experience

Across our six locations nationwide, our team of more than 50 industry veterans elevate the success of our network through their dedication to service, innovation and building strategic business relationships.

Jonathan Morris, Chief Legal and Governance Officer
Member of the Dynasty Leadership Team

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The power of 

partnership

With nearly 50 independent firms thriving in our Network, we connect you to promote community, collaboration and continued growth.

Edward C. Swenson, Chief Operating Officer
Jason Emerson, Chief Financial Officer

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Dynasty is

Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. We create access to the valuable resources and industry-leading capabilities through an open architecture platform, enabling our advisors to address their clients’ needs in an objective manner.

We power our advisors to gain efficiency, scale their operations, and grow their businesses – so they can be more focused on the specialized needs of their clients.

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"As a strategic partner, Dynasty provides the human and intellectual capital we need to Plan, Protect & Win for our clients. Dynasty’s mission and capabilities fully align with our OFS value proposition: Be Expert and Be Indispensable."

— Frank Zecca, CFP and Managing Director, OFS

Dynasty Core
Service Pillars

Dynasty redefines what is possible in wealth management by helping independent advisors deliver a distinctive end-client experience. Our Core Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform.

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Dynasty Community

The Dynasty Community reaffirms likeminded independent advisors and their teams that they are independent, but not alone...

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Dynasty Technology

The Dynasty Technology platform provides a comprehensive set of integrated tools and capabilities...

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Dynasty Finance

Dynasty Finance and Outsourced CFO empowers an RIA to effectively manage its financial risks with complete confidence in the reporting...

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Dynasty Investments

Dynasty Investments provides the research, tools, technology, manager access, and operations and compliance support for an RIA to offer...

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Dynasty Marketing

Dynasty Marketing fully prepares an RIA to strategically manage their brand for communication with clients, partners, prospects, their community and the media...

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Dynasty Compliance

Dynasty Compliance will provide the legal and compliance support for an RIA – from the set-up of a new RIA to the training of a designated CCO...

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Dynasty Practice Management

Dynasty Practice Management shares the responsibility of managing an RIA across all aspects of the business...

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The Dynasty
Team

Our team partners with advisors who run their own RIA, but wish to achieve more by outsourcing and streamlining to improve efficiency.

Together, we create a unique and powerful community that promotes collaboration, partnership, investing in proprietary technology, sharing of best practices, unparalleled access, and scale that ultimately benefit all Dynasty Network firms and their clients.

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About Dynasty

Dynasty is

  • True advisor independence
  • Fiduciary responsibility & client advocacy
  • Customized, institutional-quality platform
  • Open architecture supporting multiple tech solutions
  • Access to leading investment products
  • Extraordinary service & expert advice
  • Buying power of a substantial network
  • Partnership among the industry’s top advisors
number of dynasty network firms
45+
number of dynasty network advisors
160+
dynasty network assets under management
$25B+
number of dynasty corporate locations
6
Visit About Us

The Dynasty Network

With nearly 50 firms in our Network, we represent more than 160 financial advisors – men and women who thrive in a model that emphasizes independence, business ownership and the flexibility to truly serve their clients’ every need.

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Press & Media

January 17, 2018

Investment committee 'best practices' that help to add discipline to portfolio management

In my capacity as the Chief Investment Officer at Dynasty Financial Partners, which serves a [...]

Investment News

January 08, 2018

Re-defining the Family Office

The concept of a family office is a trending topic in the wealth management field today. [...]

Wealth Management

December 22, 2017

Breakaway Advisors Absolutely Love Their Independence

It’s almost comical. One hundred percent of former wirehouse or regional-brokerage [...]

Financial Advisor IQ

December 21, 2017

WSJ Wealth Adviser Briefing: Taxes and Independence, Adviser Profile, Secrets Podcast

The tax overhaul is likely to give brokers a new incentive to leave traditional Wall Street [...]

WSJ

November 21, 2017

Dynasty's Penney: Top RIA trends for 2018

What's next for RIAs? Dynasty's Shirl Penney talks about the growing numbers of [...]

November 14, 2017

Our Story Of Independence. Concentus Wealth Advisors

"The first time I heard about the idea of being an RIA, it was really very early on in my [...]

July 07, 2017

Secrets Behind Success: Breaking Away

- Jack Peterson, Network Partner and Managing Director of Summit Trail Advisors, talks about [...]

June 19, 2017

Dynasty's Penney: How to stay ahead of the curve

With rapid evolution, financial advisers stand at a unique crossroads. Dynasty's Shirl [...]

Sharon Gupta, Vice President, Marketing and Experience

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