Dynasty Financial Partners

06/04/2026

We’re excited to welcome Factory Capital as our newest Dynasty Network Partner.

Based in Los Angeles, Factory Capital delivers institutional-quality wealth management for athletes, entertainers, entrepreneurs, and creators. The firm leverages deep industry relationships and an integrated platform to help clients build, activate, and institutionalize wealth across business, media, and culture.

Read the full press release here: https://hubs.ly/Q04k4xfG0

Operating within Factory Holdings, Factory Capital is powered by a broader platform spanning wealth management, private investments, media, technology, and philanthropy. This integrated ecosystem provides clients with access to differentiated opportunities, cultural insight, and a network of relationships designed to support long-term ownership and value creation.

06/03/2026

What does independence really mean in today’s wealth management landscape?

In InvestmentNews, Founder and CEO, Shirl Penney shares his perspective on how some RIA roll-up models are evolving, and why alignment between advisors, clients, and ownership still matters.

Read more: https://hubs.ly/Q04j-bFz0

06/03/2026

Yesterday, our team gathered in St. Petersburg for our Q2 Town Hall. We spent meaningful time together aligning on our current business progress, key goals, and cross-functional priorities for the second half of 2026. The team also had meaningful conversations on how we can continue to strengthen the support and experience we deliver to our Network Partners to help them grow their business and better serve their clients.

We also celebrated our firmwide AI Challenge. Congratulations to Trang Tran on the winning idea, and a big thank you to Marcus Wilson, Srikar Devireddy & Andrew Rodriguez, and Laura Schooley, along with all participants, for their additional ideas on how we can drive AI innovation across the firm.

06/03/2026

What does a dedicated growth engine for independent advisors actually look like?

In this DIAL Insights video, Jonathan Van Eaton, shares how Dynasty Connect helps align advisors with qualified growth opportunities across the Dynasty Network.

Dynasty Connect is a service offered through Dynasty Wealth Management, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Dynasty Financial Partners, LLC.

06/02/2026

Celebrating nine years of partnership, growth, and impact with Phil Fiore and the entire team at Procyon! Here’s to continuing our journey together and delivering "Exceptional Outcomes" for your business and clients.

06/02/2026

We are excited to welcome our newest Dynasty Network Partner, N10°.

Based in Greenwich, Connecticut, N10 Holdings has launched into independence with the debut of two affiliated firms, N10° Wealth and , focused on serving high and ultra-high-net-worth clients through a transparent, client-first approach

Read the Press Release Here: https://hubs.ly/Q04jMf330

The name N10°, pronounced “N-Ten,” is rooted in acoustics and reflects how completely a surface receives sound, symbolizing the team’s commitment to listening closely to clients, markets, and the signals that shape financial outcomes.

Led by Andrew Urbanski, Adam Urbanski, Lauren Urbanski, and Karo Lokmanyan the team brings deep experience and a forward-looking investment philosophy focused on delivering differentiated value for clients and the broader investing community.

06/01/2026

Exclusive Webinar with RIA Channel: RIA Valuations Update: Looking Beyond the Headline Multiple
Friday, June 5, 2026 at 2 p.m. ET

Register now: https://hubs.ly/Q04jDCgg0

Join Sam Anderson, Chief Capital Officer and Co-Head of Dynasty Investment Banking, and Harris Baltch, Managing Director and Co-Head of Dynasty Investment Banking, following topics:

• The current state of RIA M&A market and valuations and unpack why headline multiples often tell only part of the story.
• The common deal structures we're seeing in the market and how certain structural features may materially affect the economics for sellers.
• The key distinction between minority and control transactions and what owners should be focused on when evaluating offers, so they can compare deals on a true apples-to-apples basis rather than just on the headline number.

*Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a http://U.S. registered broker-dealer and member FINRA/SIPC.

05/29/2026

Sam Anderson, Chief Capital Officer and Co-Head of Investment Banking, will be on stage at BNY Pershing Insite26 next week.

In the session "Maximizing M&A Value in the New Wealth Playbook," Sam will join Sean Keenan, David DeVoe, and Michael Wunderli to cover what firms need to get right across the full M&A lifecycle, from diligence and integration risk to post-close ex*****on.

If you're attending and would like to connect with Sam, reach out confidentially using the link below.

https://hubs.ly/Q04jlSgD0

We look forward to the conversation and hope to see you there!

05/28/2026

Everyone is talking about AI. What they're not hearing is how few companies are actually built for it.

Only about 5% of companies are considered truly "future-built" for the AI era. The rest are either moving too slowly or not at all. That gap is real, and the data behind it is hard to ignore.

The story isn't in the apps and tools most people think of when they hear AI. It's in the infrastructure being built underneath them. That's where the real story is.

Download our 2Q 2026 Market Outlook: https://secure.dynastyfinancialpartners.com/hubfs/2Q%202026%20Outlook%20-%20Back%20to%20the%20Future.pdf

05/27/2026

Thinking about buying or selling an RIA, even if you are not ready to transact yet?

Dynasty Founder and CEO, Shirl Penney, joined Barron's Advisor “The Way Forward” podcast to share his perspective on the 10 things RIA buyers and sellers need to know, including:

• The “cultural yes/no” filter both buyers and sellers should define upfront
• The one deck every buyer needs before the first conversation
• Why the best time to raise capital or sell is when you do not have to
• Why both sides should surround themselves with the right team, including an investment banker
• The seller prep work that signals professionalism in minutes

Hear all 10 takeaways on the full episode: https://hubs.ly/Q04j3bbx0

*Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”), a U.S. registered broker-dealer and member FINRA/SIPC.

The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, investing, and more.