Dynasty Financial Partners

Dynasty Financial Partners offers a wide range of services tailored to support financial advisors in establishing and growing their Registered Investment Advisor (RIA) firms. These services include transition support, a robust compliance platform, marketing expertise, business solutions, and capital strategies. The company provides integrated operations, technology, and growth plans, along with an array of investment solutions designed to help advisors scale their businesses effectively. Advisors can join a Dynasty Network advisory firm to create a differentiated client experience and benefit from the company’s proprietary WealthTech platform and community of independent advisors. Dynasty Financial Partners also evaluates acquisition and succession opportunities to enhance the efficiency and valuation of RIAs. Their comprehensive compliance solution includes structure, content, tools, and advice to protect advisors’ firms and clients. The investment platform is flexible and customizable, integrating research, tools, technology, manager access, operations, and compliance support. The company supports advisors with M&A advisory capabilities, including financial analysis, due diligence, negotiation, and access to capital strategies. Dynasty Financial Partners hosts exclusive events, education, peer-to-peer networking, and shared experiences to foster collaboration and growth within the Dynasty Community. They offer a range of capital solutions, including traditional credit, revenue participation interest, and minority equity, to support various business initiatives. Their detailed, hands-on transition process guides advisors through all steps involved in transitioning their business to independence. In-house marketing services are available for Dynasty Network Partners, including creative design and production. The company manages $85 billion in assets under administration as of Q4 2023 and has a network of 53 firms and over 300 financial advisors across the country. Dynasty Financial Partners also offers a podcast series, ‘Powering Independence,’ discussing topics related to the RIA space and wealth management, and provides a concierge service, Dynasty Connect, to match clients with independent financial advisors.