Unlock your independent future

Dynasty is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Whether you’re providing advice to clients or looking to find the right financial advisor, we’re here to unlock your new future through the freedom, flexibility, and control that come with full independence.

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Solutions for all advisors

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.

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.

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.

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.

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.

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Investors

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.

Creating your independent 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.

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About us

We power full independence

The Dynasty Network of advisors spans coast-to-coast connected through the power of our platform and the expertise of our people and Community.

11+

Years of being the leading advocate for independent advisors

47+

Dynasty Network firms across the country

300+

Dynasty Network financial advisors

1,000+

Dynasty Community members across our Network

$68B

Dynasty Network assets under advisory

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