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Dynasty Financial Partners

EST. AUM
$13,883,576,456

CONTACTS
13

CLIENT ACCOUNTS
30,663

Firm Details

Metro area Tampa
CRD Number 153377
Website dynastyfinancialpartners.com
Client types

Overview

Dynasty is now headquartered in St. Petersburg, Florida (previously NYC). Dynasty is a leading provider of wealth management and technology platforms for select independent financial advisory firms. They have 53 partner firms, 300 advisors, all accounting for approximately $85 billion in assets, Envestnet Direct for SMA platform and FolioDynamix for UMA capabilities. In December 2022, Charles Schwab and private equity firm Abry Partners have taken a minority stake in Dynasty Financial Partners

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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