BD Breakdown

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


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



  • 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.


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