Unlock your independent future
We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility and control to better serve their clients.
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 Bills
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.
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.
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.
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 Q1 2023 period end assets under administration
*As of Q1 2023
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