The Era of Independence™
Dynasty helps advisors of integrity join the growing movement in wealth management to The Era of Independence. We are proud to liberate and advocate on behalf of all entrepreneurial advisors who want to build a better business and better serve their clients.
Independent but Not Alone™
Both established RIAs and established advisors looking to go independent partner with Dynasty to access our proprietary resources, integrated WealthTech platform, experienced team, capital strategies, and Dynasty Community to help provide their clients with personalized wealth management advice.
Find an Advisor
Unlock your Peace of Mind
Managing significant wealth can be complex. Finding the right advisor takes more than a survey – it requires human empathy and expertise. Connect with an independent advisor powered by Dynasty to meet today’s needs and plan for tomorrow’s goals.
Supported Independence™
Building a future doesn’t happen alone. You have help from family, friends, and colleagues. A support system that pushes you to be your best. They find ways to assist and empower you. You might be in the driver’s seat, but they’re by your side—guiding the way.
About Us
We Power Full Independence
The Dynasty Network of advisors spans coast-to-coast connected through the power of our integrated WealthTech platform and the expertise of our people and Community.
14
Years of being the leading advocate for independent advisors
55
Dynasty Network firms across the country
400+
Dynasty Network financial advisors
800+
Dynasty Community members across our Network
$100B
Dynasty Network Q2 2024 period end assets under administration
*As of Q2 2024
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