We Partner with Financial Advisors to Build and Grow Independent RIAs
Through Supported Independence® with Dynasty, advisors seeking independence and established RIAs gain access to proprietary resources, an integrated WealthTech platform, an experienced team, capital strategies, and our Dynasty community to build better businesses and better serve their clients.
Strategic Solutions for Your Next Move
Built for independent advisors, Dynasty provides the strategic solutions and expertise firms need as they grow. From navigating a transition to independence to making informed business decisions and expanding capabilities over time, we help you take the next steps with clarity and confidence.
Explore Supported Independence®
Powering Independence®
Building a support system does not happen alone. 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.
15
Years of being the leading advocate for independent advisors
725+
Dynasty Network financial advisors
1,200+
Dynasty Community members across our Network
$125B+
Dynasty Network Q4 2025 period-end assets under administration
*As of Q1 2026
Discover the Difference with The Dynasty Delta
Maximize your firm’s efficiency and profitability while accelerating growth and helping to increase your firm’s valuation. Download the exclusive F2 Strategy research report to unlock the advantages of The Dynasty Delta.
Dynasty Formalizes Dynasty Consulting Group Through Upcoming Acquisition of Optima Group
Dynasty Financial Partners has announced its acquisition of Optima Group to formally establish the Dynasty Consulting Group, a premier management consulting division designed to help firms accelerate growth and create enterprise value.
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.
Your Next Move Deserves Thoughtful Guidance
Our Dynasty team is here to help you understand your options and learn more about how we can partner with you to build a better client experience and grow your business. We can confidentially work with you on your path forward.
FAQs
Is Dynasty an aggregator?
No. Dynasty is a comprehensive WealthTech platform and strategic partner, not an aggregator. Our model is designed to support fully independent advisors with institutional-grade infrastructure, technology, and services, while preserving complete ownership and control of your business.
Does Dynasty act as my employer if I join its platform?
No. Dynasty is not your employer, your broker-dealer, or your custodian. You retain full ownership and control of your firm, your ADV, and your client relationships. Dynasty serves as a strategic partner, providing the resources, expertise, and infrastructure to help you operate and grow your business on your terms.
What types of advisors does Dynasty work with?
Dynasty partners with experienced financial advisors and teams seeking to build, join, or grow independent RIAs. Our Network is made up of entrepreneurially minded advisors who want the freedom of full independence combined with access to a fully integrated platform, strategic guidance, and a community of like-minded firms.
Could Dynasty help me transition my book of business or firm?
Yes. Transitioning to independence is a core part of what we do. Dynasty provides comprehensive transition planning and execution support from legal and custodial coordination to technology setup and client communication — all guided by experienced specialists who have supported hundreds of successful advisor transitions.
How does Dynasty support advisors and RIAs long term?
Dynasty is built to support your business at every stage, from launch through long-term growth and succession. We provide ongoing operational support, strategic guidance, and access to specialized expertise to help your business scale efficiently while maintaining independence.
What does Dynasty offer beyond technology?
Far more than technology. Dynasty delivers a fully integrated business platform that includes outsourced operations, investment solutions, compliance support, marketing resources, capital access, and consultative expertise, all designed to help you grow, operate efficiently, and stay focused on your clients.
Can Dynasty assist with M&A, succession planning, or growth capital?
Yes. Dynasty provides dedicated investment banking and capital strategies capabilities. We support advisors with mergers and acquisitions, succession planning, and flexible capital solutions, helping you grow your business, plan for the future, and execute on long-term strategic goals.