Unlock your independence

The Era of Independence

 Now in our 14th year, Dynasty has helped 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 take back and own the freedom, flexibility and control to live their version of the American Dream. Your time is now.

Independent but not alone™

Both established RIAs and advisors looking to go independent partner with Dynasty to access our proprietary resources, integrated WealthTech platform, experienced team, capital strategies, and Community to help provide their clients with personalized wealth management advice.

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Start an RIA

For entrepreneurial-minded advisors looking for the flexibility of choice and the benefits of ownership, we provide the necessary people, services, technology, and resources to achieve and control your version of full independence.

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Join an RIA

Accelerate your path to independence and gain efficiency and scale by aligning with a Dynasty Network advisory firm that will power your clients’ success and, in turn, your own.

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Grow your RIA

Increase the enterprise value of your firm and improve your client experience by streamlining operations, utilizing integrated technology, executing growth plans, and providing a broader array of investment solutions.

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Future-proof your RIA

We prepare advisors to maximize the value of their firm by exploring potential acquirers or creating a succession plan to help ensure a successful outcome for the future of your firm and your clients.

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 your future

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


Years of being the leading advocate for independent advisors


Dynasty Network firms across the country


Dynasty Network financial advisors


Dynasty Community members across our Network


Dynasty Network Q4 2023 period end assets under administration

*As of Q4 2023

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