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 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.
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.
Impartial Advice From Every Angle
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.

14
Years of being the leading advocate for independent advisors
50
Dynasty Network firms across the country
300+
Dynasty Network financial advisors
800+
Dynasty Community members across our Network
$76B
Dynasty Network Q2 2023 period end assets under administration
*As of Q2 2023
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