BD Breakdown

Aims to be the “industry advocate for independent advisors” and their model seems to back that up.

PROS

Advisors own their own equity
Build your own culture
Creative financing options
Provide consistent, high-quality back-office support

CONS

Smaller up-front packages than many
Still growing in name recogniction

0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 m +

GDC Sweet Spot

3xEquity Insights

Opportunity Score

Wherever you are at in the RIA process (looking to start, join, or grow), Dynasty seems to be doing all of the right things. They’re growing smartly and being with them as they scale up could be advantageous.

A

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