Solutions for All Advisors | Dynasty Financial Partners

Is Dynasty an aggregator?

No. Dynasty is a comprehensive WealthTech platform and strategic partner, not an aggregator. Our model is designed to support fully independent advisors with institutional-grade infrastructure, technology, and services, while preserving complete ownership and control of your business.

Does Dynasty act as my employer if I join its platform?

No. Dynasty is not your employer, your broker-dealer, or your custodian. You retain full ownership and control of your firm, your ADV, and your client relationships. Dynasty serves as a strategic partner, providing the resources, expertise, and infrastructure to help you operate and grow your business on your terms.

What types of advisors does Dynasty work with?

Dynasty partners with experienced financial advisors and teams seeking to build, join, or grow independent RIAs. Our Network is made up of entrepreneurially minded advisors who want the freedom of full independence combined with access to a fully integrated platform, strategic guidance, and a community of like-minded firms.

Could Dynasty help me transition my book of business or firm?

Yes. Transitioning to independence is a core part of what we do. Dynasty provides comprehensive transition planning and execution support from legal and custodial coordination to technology setup and client communication — all guided by experienced specialists who have supported hundreds of successful advisor transitions.

How does Dynasty support advisors and RIAs long term?

Dynasty is built to support your business at every stage, from launch through long-term growth and succession. We provide ongoing operational support, strategic guidance, and access to specialized expertise to help your business scale efficiently while maintaining independence.