A recent study commissioned by Dynasty Financial Partners sheds light on the advantages of partnering with Dynasty's Registered Investment Advisor (RIA) service platform.

As reported by FinancialPlanning.com, the study offers rare transparency regarding RIA compensation, costs, segmentation, and expansion. The analysis highlights that RIAs managing between $300 million and $1.8 billion in assets under management (AUM) are particularly well-suited to benefit from Dynasty's services. The study finds advantages with the ability to operate with a smaller staff, better annual growth rates, and higher compensation, as compared to competitors, including other similarly sized RIAs and wirehouses.

The competitive landscape for attracting top independent advisor talent remains intense, with multifamily offices and RIA aggregators actively pursuing acquisitions. FinancialPlannng.com reports that in 2023, nearly 9,700 experienced advisors switched firms, reflecting a 7.5 percent increase from the previous year.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.