Dynasty Financial Partners, LLC

Dynasty Financial Partners is a privately-owned financial services firm that provides technology-enabled wealth management solutions and business services to independent financial advisory firms. Founded in 2010, the company's mission is to empower independent advisors to achieve their entrepreneurial goals and deliver high-quality, customized financial advice to high net worth (HNW) and ultra-high net worth (UHNW) clients. The firm is headquartered in St. Petersburg, Florida, and is slated to move its headquarters to 400 Central Avenue in downtown St. Petersburg by November 2026.

Dynasty offers a comprehensive suite of services through an open-architecture platform, integrating proprietary and third-party technologies. Key offerings include an integrated wealthtech platform, compliance support, investment solutions (research, tools, technology, and manager access), marketing services (brand management, PR, and digital presence), and capital strategies. The firm also operates an Investment Bank, specializing in M&A advisory services and capital solutions for the wealth and investment management industry.

Led by CEO, President, and Founder Shirl Penney, Dynasty Financial Partners has been actively expanding its capabilities and market presence. As of Q1 2026, the firm supports over 725 advisors and manages more than $125 billion in assets under administration. Recent developments include the formalization of the Dynasty Consulting Group and the planned acquisition of Optima Group in June 2026, aimed at enhancing strategic advisory services for RIAs. Additionally, Dynasty expanded its partnership with Allocate in June 2026 to provide independent RIAs with white-label access to private markets. In February 2026, the company completed a private capital raise of over $100 million, with investors including Charles Schwab, BlackRock, JPMorgan Asset Management, Abry Partners, and Fortress Investment Group, valuing the firm at $1 billion.