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Advisors
Start an RIA
Achieve full independence through our transition services, compliance platform, marketing expertise, business solutions, capital strategies, and proven process.
Join an RIA
Create a differentiated experience for clients by gaining efficiency and scale through joining a Dynasty Network advisory firm.
Grow or Scale Your RIA
Enhance your business enterprise value and client experience through our integrated operations, technology, growth plans and an array of investment solutions.
Future-Proof Your RIA
Evaluate acquisition and succession opportunities while improving the efficiency and valuation of your firm.
Meet Our Team
Learn more about our experienced team members who are dedicated to supporting our advisors and, in turn, their clients.
Advisor Resources Center
Access valuable insights and educational materials to help you maximize your full independence.
Dynasty Community
See the value in connecting with like-minded independent advisors across the Dynasty Community.
Compare Solutions
Evaluate the options and benefits of independence right for you, your team, and your clients.
Understanding Full Independence
Assess if being fully independent is the right choice for you and the future of your business.
Investors
Dynasty Connect
Independent Advice Explained
Find an Advisor
About Us
About Dynasty
The Triangulation of Advice
Team
Press and News
Careers
Contact Us
Start now
Unlock your independence
Start Now
February 27, 2023
Americana Partners, a Texas-Based Wealth-Management Powerhouse with $6 Billion in Assets, Adds Four-Member Team Currently Managing $715 Million in Midland, Texas, To Drive Focus on Oil and Gas Families
February 23, 2023
Dynasty Financial Partners and BridgeFT Announce Strategic Partnership for API WealthTech
February 23, 2023
Most Americans say lying about money is as bad as cheating. Many keep doing it anyway: Wealthtech Weekly
February 23, 2023
Advisory M&A: Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.
February 23, 2023
Dynasty picks BridgeFT wealthtech API
February 23, 2023
Dynasty Financial selects BridgeFT as primary data aggregation provider
February 23, 2023
Wells Fargo Team Overseeing $450M Defects to Ohio RIA
February 22, 2023
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API the Primary Data Aggregation Partner for Dynasty’s Integrated Technology Platform
February 22, 2023
$5B firm solves its succession challenge as industry confronts ‘crisis’
February 21, 2023
Wells Fargo Team With $450M Exits to Join Breakaway RIA
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