The Era of Independence
For over 12 years, Dynasty has helped advisors of integrity join the growing movement in wealth management to The Era of IndependenceSM. 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.
The biggest benefit is the freedom and flexibility to better serve our clients.
Katherine Forrester Schneewind
There's no greater feeling than building my firm on my own but not alone, at my speed, on my terms.
Michael Rose
The ability to be nimble in regards to our tech stack is much better today than at the wirehouse.
Matt Kilgroe
We’ve created our own Dynasty in establishing a business to best service our clients.
Michelle Smith
We unlocked opportunities to find the right fit for our clients, not just offering what’s "in the box."
Scott BillsSolutions 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.
Impartial Advice From Every Angle
Dynasty’s Triangulation of Advice®
Whether starting a new fully independent RIA, growing their existing RIA or joining one of the established independent RIAs across the Dynasty Network, advisors can leverage the Dynasty Triangulation of Advice® model where their advice is separate from custody, and separate from where investment products are manufactured and sold. This allows them to limit many conflicts of interest to build better businesses while better serving their 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.
Independent but not alone
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.
12+
Years of being the leading advocate for independent advisors
49
Dynasty Network firms across the country
319
Dynasty Network financial advisors
843
Dynasty Community members across our Network
$73.7B
Dynasty Network Q1 2023 period end assets under administration
*As of Q1 2023
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