10 largest TAMPs by assets in 2023
9. Dynasty Financial Partners
Total assets: $27.3 billion
Website: www.dynastyfinancialpartners.com
Custodians: Fidelity, Pershing, Charles Schwab
Type of products: Advisor-directed UMA, third-party ETF/mutual fund models, equity/fixed-income SMAs, 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