Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
View Top Employees from Dynasty Financial PartnersWebsite | https://dynastyfinancialpartners.com |
Revenue | $10 million |
Employees | 156 (148 on RocketReach) |
Founded | 2010 |
Address | 200 Central Ave Fl 15, Saint Petersburg, Florida 33701, US |
Phone | (212) 373-1000 |
Technologies |
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Industry | Financial Services, Investment Banking, Core Services, Finance, Investment Platform, Transition Services, Financing, Technology, M&A, TAMP, Capital Markets & Investment Banking, Marketing, Compliance, Practice Management, Business Design & Consulting, RIA Registration and Licensing |
Web Rank | 8 Million |
Keywords | Mergers And Acquisitions, Business Growth, Comprehensive Marketing Services, Innovative Investment Solutions |
Competitors | AssetMark, GW & Wade, LLC, HollisWealth, Independent Financial, The Colony Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Dynasty Financial Partners employee's phone or email?
The Dynasty Financial Partners annual revenue was $10 million in 2024.
Shirl Penney is the CEO of Dynasty Financial Partners.
148 people are employed at Dynasty Financial Partners.
Dynasty Financial Partners is based in Saint Petersburg, Florida.
The NAICS codes for Dynasty Financial Partners are [52, 52399, 523, 5239].
The SIC codes for Dynasty Financial Partners are [628, 62].