Dynasty Financial Advisor Services

Founded in 2010, Dynasty Financial Partners is a leading provider of wealth management and technology platforms for independent financial advisors. The company's mission is to empower advisory firms to grow their businesses and serve their clients more effectively by offering a comprehensive suite of services, including technology, investment research and management, marketing, compliance, and operational support. Dynasty operates as a partner to RIAs, providing them with the scale and resources of a large institution while allowing them to maintain their independence and brand identity.