Join an RIA
Unlock your advantage
Join a successful, culturally-aligned advisory firm within the Dynasty Network. Leverage an established platform with the resources you need for growth and scale, the means to focus where needed, and the independence to do what is in the best interest of your clients.
Dynasty Network advisors share their perspectives on the benefits of full independence.
“ For the advisor that wants to do something in between starting their own firm and going to another wirehouse, joining an existing RIA is a really great option. If it’s a smart RIA, they will offer ways to participate in the enterprise value that we’re creating and a good payout. “
“ When considering joining a firm, it needs to be the right fit. There are a lot of advisors out there trying to do M&A and are trying to fit square pegs in round holes. Ensure you have a likemindedness from a business and personal standpoint by always asking ‘What drives you to go to work every day? “
“ Starting your own firm is not for everyone, some people don’t want to tackle that mountain. For an advisor wanting to join a firm, culture is huge. Ensure you’re around people you like and enjoy working with. After that, make sure that your clients are being well taken care of and you have the tools to do it as an advisor. Lastly, economics. The nice thing about being an RIA is the ability to create or sculpt deals in many ways, whether it’s cash up front, equity in the firm, or a combination of the two. “
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A partnership of value
M&A is more than just doing a deal. It’s about adding or joining a team that builds sustainable enterprise value over time while honoring the culture and legacy you have created.
Our M&A team is dedicated to partnering with you to provide sound advice, tools, and strategies to be an advisor to advisors; so you can feel fully equipped and ready to succeed in strategic M&A.
Dynasty Business Solutions
Better serve your clients and build enterprise value through our unparalleled WealthTech platform and proprietary combination of integrated solutions and differentiated services.