Dynasty Financial Partners

Filed under: Consulting Firm, Specialized Breakaway Service, RIA Set-up Firm

Company info:


What is the service or product you offer to RIAs?

Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform which comprises the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.

How do you differentiate your offering from competitors?

Dynasty delivers an integrated, unparalleled platform of research, technology, product access, and wealth management solutions sourced from the best-of-the-best across the industry. As a breakaway team you can unplug from your existing wirehouse and plug in to Dynasty, gaining immediate access to a better platform for your clients at lower cost.

What else would you like to say about your business?

Every component of Dynasty’s business is designed to ensure that our investment advisor partners are able to protect and grow their clients’ wealth with absolute objectivity. In doing so, Dynasty promotes a true fiduciary relationship between investment advisors and their clients. The quality of Dynasty’s platform and the advisors who utilize it have earned the firm several national referral partnerships — from corporate client groups, CPA firms, investment bankers, and law firms — all of whom view our network of advisors as the most trusted partners in wealth management. Dynasty’s promise to our network of advisors is to be their partner so that they may better serve their clients and build their business. We are constantly searching for new ways to drive new business opportunities into the network.

Related listings:

No listings available

Related articles:

What to make of Ron Carson selling 29% of his empire for $35 million -- and how he's evolved his no-pain, no-gain approach to attract a new generation of talent

Improbably, the master motivator of Omaha is seeking a few good millennial slackers en route to building a firm that exudes as much silicon as charisma

MarketCounsel event opens window on race to first $100-billion RIA and why a new round of 'destruction,' 'blunder,' culture wars, tech disillusionment and SRO jockeying must play out

With hedged hyper-optimism, Marty Bicknell, Ron Carson, Mark Tibergien and Shirl Penney got real with Graham Thomas about mad egg-breaking enroute to the perfect RIA omelet

What Merrill Lynch was able to strip away from breakaway RIA Cardan Capital and why the advisors made the 'tactical' decision to let go

These Denver-based advisors achieved a rarefied status at BoA's broker-dealer as money manager and wealth manager before deciding to bolt

Lehman Bros.' binding ties and culture spur another $1B team -- that stayed at their posts as Lehman burned -- to flee Stifel-owned Barclays for RIA

Newly created Summit Trail, with a Shirl factor, allows the Lehman swagger, kinder and gentler, to reassert itself in 2015 after seven years of smoldering

How David Steele opened six restaurants in the toughest foodie market in the US and then found the nerve to leave JP Morgan

The Bear Stearns veteran deliberately chose Uber-, Twitter- and Dolby-adjacent offices in a trendy San Fran neighborhood

If you are the owner of this listing, you can edit the contents and billing information. First, we have to verify via email that you are the owner: