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Dynasty Private Wealth Management Ranks Among Financial Times 2014 Top 300 RIA Practices

June 27, 2014

NEW YORK--(BUSINESS WIRE)-- Dynasty Financial Partners is pleased to announce that Dynasty Wealth Management has been selected for the inaugural 2014 Financial Times 300 list of the top independent RIA practices. The FT 300 ranking – which was published June 26, 2014 – seeks to identify highly qualified U.S. independent investment advisors.

"It is an honor to be named a member of this prestigious group as we continue to dedicate our practice to always put our clients first," said Michael Brown, Director of Dynasty Wealth Management.

The average Financial Times 300 advisor firm manages in aggregate upwards of $2.5 billion in AUM and serves more than 3,000 clients. To select the firms for the list, the Financial Times solicited applications from more than 2,000 elite independent RIA practices with $300 million or more in assets. Firms that participated were graded on six factors including total AUM, AUM growth, years the firm has been in existence, industry certifications of staff, SEC compliance record, and online accessibility. To ensure relevance to individual investors, the list only includes RIA practices with no more than 75 percent of AUM in institutional assets.

About Dynasty Wealth Management

With over $1 billion in assets under advisement, Dynasty Wealth Management is an industry leader in providing customized managed services and investment counsel exclusively to high net worth individuals and their families. As a New York- based independent Registered Investment Advisor (RIA) specializing in managing multi-generational assets for our clients, we act as a truly unbiased fiduciary to best service and protect their interests.

Dynasty Wealth Management’s investment management experience assists clients in clarifying their goals and objectives, and identifying appropriate investment strategies. Our philosophy has always been to provide customized services and long-term solutions that meet our clients’ needs.


Dynasty Financial Partners

Sally Cates,


Source: Dynasty Financial Partners

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