10 largest TAMPs by assets in 2022
6. Dynasty Financial Partners
Assets under management: $33.5 billion
Website: www.dynastyfinancialpartners.com
Custodian: Fidelity, Pershing, Charles Schwab
Type of products: Adviser-directed UMA, third-party ETF/mutual fund models, direct indexing SMAs, ESG SMAs, option overlay SMAs, structured products, tax harvesting, hedge funds, private equity, private credit, research, cash management solutions, digital asset solutions