We Partner with Financial Advisors to Build and Grow Independent Firms
Through Supported Independence® with Dynasty, advisors seeking independence and established RIAs gain access to proprietary resources, an integrated WealthTech platform, an experienced team, capital strategies, and our Dynasty community to build better businesses and better serve their clients.
Strategic Solutions for Your Next Move
Built for independent advisors, Dynasty provides the strategic solutions and expertise firms need as they grow. From navigating a transition to independence to making informed business decisions and expanding capabilities over time, we help you take the next steps with clarity and confidence.
Powering Independence®
Building a support system does not happen alone. 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.
15
Years of being the leading advocate for independent advisors
600+
Dynasty Network financial advisors
1,100+
Dynasty Community members across our Network
$125B+
Dynasty Network Q4 2025 period-end assets under administration
*As of Q4 2025
Looking For Better Financial Advice?
Let Dynasty Connect match you with a financial advisor who is a fiduciary and the right fit. Our process starts with a no-cost, no-obligation conversation to understand your goals so we can match you with an advisor in our national network of independent wealth management firms. The result is personalized guidance and long-term financial planning built around your needs and aspirations.
Dynasty Named Official Wealth Management Partner of the United Football League
As the Official Wealth Management Partner of the United Football League, Dynasty is bringing access to independent advice to a national audience. Through high‑impact exposure, exclusive experiences, and financial literacy at scale, we are reinforcing what it means to ‘Build Your Dynasty’ on the field and off.
Dynasty’s Triangulation of Advice®
Whether starting a new fully independent RIA, growing their existing RIA or joining one of the established independent RIAs across the Dynasty Network, advisors can leverage the Dynasty Triangulation of Advice® model where their advice is separate from custody, and separate from where investment products are manufactured and sold. This allows them to limit many conflicts of interest to build better businesses while better serving their clients.
Introducing Brand SWAGger: Dynasty’s Official Merchandise Store
Brand SWAGger is an online store offering premium, customizable merchandise designed to elevate and amplify your brand. With expertly curated products, no setup fees on most items, and no minimums on most orders, our easy-to-use platform makes it simple to showcase your firm’s identity with pride and professionalism.
Discover the Difference with The Dynasty Delta
Maximize your firm’s efficiency and profitability while accelerating growth and helping to increase your firm’s valuation. Download the exclusive F2 Strategy research report to unlock the advantages of The Dynasty Delta.
Your Next Move Deserves Thoughtful Guidance
Our Dynasty team is here to help you understand your options and learn more about how we can partner with you to build a better client experience and grow your business. We can confidentially work with you on your path forward.
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