Unlock your independence

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.

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Start an RIA

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Join an RIA

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Grow your RIA

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Monetize your RIA

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.

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Unlock 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.

DYN Home Power Full Independence Screens SM 1

14

Years of being the leading advocate for independent advisors

54

Dynasty Network firms across the country

350+

Dynasty Network financial advisors

800+

Dynasty Community members across our Network

$91B

Dynasty Network Q1 2024 period end assets under administration

*As of Q1 2024

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