America’s Best TAMPs Showcase - Flipbook - Page 35
2026 AMERICA’S BEST TAMPS
TM
DYNASTY
PLATFORM
PLUS
Bob Shea
Chief Investment
Officer
Dynasty Financial Partners
200 Central Ave, Fl 15, St. Petersburg, FL 33701
dynastyfp.com
New business contact:
Marcus Wilson, Director,
Investment Platform Adoption
Phone: (212) 373-1011
Email: mwilson@dynastyfp.com
Website: dynastyfp.com
CONTACT
Dynasty Platform Plus
integrates the research,
portfolio analysis tools,
tax management trading
technology, manager access,
operational and compliance
support for an RIA to
offer highly professional
and scalable investment
solutions. The platform
provides comprehensive
support whether advisors
choose to manage their
own portfolios, select SMAs,
ETF/Mutual Fund models,
private market investments,
or outsource some, or all
aspects, of their investment
offering to Dynasty’s OCIO
capabilities. The open
architecture infrastructure
we have built over the
years will continue to be
driven by our commitment
to innovation and our laser
focus to be a platform that
is advisor centric. All roads
in the wealth management
industry are leading to the
independent RIA channel.
For RIAs to compete and
better serve their clients with
scale and efficiency, advisors
require a trustworthy
platform that is able to guide
them through the digital
transformation that our
industry is experiencing.
Dynasty Financial Partners is a premier provider of technology
enabled wealth management solutions and business services for fully
independent financial advisory firms primarily focused on serving
high net worth and ultra-high net worth clients.
KEY TAMP PERSONNEL
Dynasty provides independent financial advisors with access to a
comprehensive platform of software and technology tools, business
services and holistic investment management capabilities through
an open-architecture platform delivered via a suite of proprietary
technologies and strategic resource partners. Dynasty’s experienced
team, technology, tools and services provide advisory firms the
supported independence to launch their business, scale their
operations and grow their enterprise while also allowing them to be
more focused on and better equipped to serve their clients.
Marc
Marcus Wilson Samantha
Hineman
Sullivan
Director,
Chief Operating Investment
Director,
Platform Adoption Operations
Officer
Dynasty’s commitment extends beyond technology by fostering a
Community of like-minded advisors through exclusive events and
experiences, ensuring that advisors thrive independently while
benefiting from the support of a growing Dynasty Community of
independent network advisory firms. Dynasty’s Investment Bank
offers a range of flexible capital solutions, enabling advisors to
expand and scale their businesses through mergers and acquisitions,
succession, partner buyouts and working capital. Dynasty also
provides comprehensive M&A and strategic advice to firms seeking
inorganic growth.
Whether starting a new fully independent RIA, growing or monetizing
their existing RIA, or joining one of the established independent
RIAs across the growing Dynasty Network, advisors partnering with
Dynasty gain access to valuable resources and industry-leading
capabilities, empowering them to address their clients’ needs and
protect and grow their wealth.
STR AT E G I C F E AT U R E S
CLICK IMAGE TO LEARN MORE
Type of Program: Open
architecture, advisor as
PM, model SMA, traditional
SMA, UMA, outsourced
multi-asset model portfolios,
private market investments,
outsourced overlay trading,
tax management overlay
Total Assets in Program:
$71 billion as of 11/30/25
Year Program Began: 2014
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Advisor directed models, equity
SMA, fixed income SMA,
direct indexing SMA, option
overlay SMA, UMA, proprietary
ETF/MF/UMA models, OCIO
services, private market
investment models, structured
products, tax overlay
ACCOUNT REBALANCING
INTEGRATION WITH
3RD-PARTY PLATFORMS
ALTERNATIVE INVESTMENTS
MARKETING SUPPORT
Platform Tracks Client
Holdings: Yes
MODEL MARKETPLACE
Program Compatible for:
RIAs
PRIVATE LABELING
Optimized for Tax Trading
Efficiency: Yes
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
RESEARCH & DUE DILIGENCE
CUSTOMIZED PORTFOLIOS
SUCCESSION PLANNING
DIRECT INDEXING
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
INSTITUTIONAL CLIENT SUPPORT
UNIFIED OR SMART BILLING
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: By asset
class, by sub-asset class
Dynasty Financial Partners is a U.S. registered trademark of Dynasty Financial Partners, LLC (“Dynasty”). These models and any other investment advisory products are offered through Dynasty Wealth
Management, LLC, (“DWM”), a registered investment adviser with the Securities and Exchange Commission, and a subsidiary of Dynasty. Dynasty’s wholly owned subsidiary Dynasty Securities LLC (“Dynasty
Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. All security related transactions are through Dynasty Securities. Dynasty securities does not hold customer securities or customer funds.
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