


The leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs.
| Headquarter | 10019 United States of America |
|---|---|
| Website | dynastyfinancialpartners.com |
| Founding Date | 2009 |
Dynasty Financial Partners competitors include HighTower Advisors. Dynasty Financial Partners ranks 2nd in Overall Culture Score on Comparably vs its competitors. See below how Dynasty Financial Partners compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.
2 employees at Dynasty Financial Partners have reviewed Dynasty Financial Partners across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

The prevailing opinion from Comparably users about their company is that it was very prepared on their first day. Employees concluded that their overall onboarding experience was positive. 73% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
Employees’ understanding of Dynasty Financial Partners' KPIs and OKRs is essential for its success. Out of 1 Dynasty Financial Partners employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 1 have said yes.

Shirl Penney CEO / President
Shirl Penney serves as the CEO / President of Dynasty Financial Partners.

Paul Metzger Chief Technology Officer
Paul Metzger serves as the Chief Technology Officer of Dynasty Financial Partners. Paul started at Dynasty Financial...

Gordon Abel Chief Marketing Officer
Gordon Abel serves as the Chief Marketing Officer of Dynasty Financial Partners. Gordon started at Dynasty Financial...

Justin Barish Vice President, Digital Marketing
Justin Barish serves as the Vice President, Digital Marketing of Dynasty Financial Partners. Justin started at Dynasty...

Jamie Ralliford Vice President, Chief Compliance Officer
Jamie Ralliford serves as the Vice President, Chief Compliance Officer of Dynasty Financial Partners. Jamie started at...

Benjamin Bines Senior Vice President of Network Development
Benjamin Bines serves as the Senior Vice President of Network Development of Dynasty Financial Partners. Benjamin...

Jenna Bloomgarden Vice President
Jenna Bloomgarden serves as the Vice President of Dynasty Financial Partners. Jenna started at Dynasty Financial...

Tara Coakley Senior Vice President, Transition Services and Relationship Management
Tara Coakley serves as the Senior Vice President, Transition Services and Relationship Management of Dynasty Financial...

Michael DAgostino Vice President - Platform and Investment Operations
Michael DAgostino serves as the Vice President - Platform and Investment Operations of Dynasty Financial Partners....
Leading members of the Dynasty Financial Partners Human Resources Team include Mason Salit and Amanda Kerley.

Mason Salit Chief Talent Officer
Mason Salit serves as the Chief Talent Officer of Dynasty Financial Partners. Mason started at Dynasty Financial...

Amanda Kerley Director of Human Resources
Amanda Kerley serves as the Director of Human Resources of Dynasty Financial Partners. Amanda started at Dynasty...
How much do people at Dynasty Financial Partners get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Dynasty Financial Partners is $101,883, or $48 per hour, while the estimated median salary is $113,659, or $54 per hour.
At Dynasty Financial Partners, the highest paid job is a Director of Engineering at $170,954 annually and the lowest is an Admin Assistant at $45,905 annually. Average Dynasty Financial Partners salaries by department include: IT at $89,491, Operations at $81,890, Marketing at $149,682, and HR at $89,836. Half of Dynasty Financial Partners salaries are above $113,659.
1 employee at Dynasty Financial Partners ranks their Compensation in the Top 5% of similar sized companies in the US (based on 3 ratings) while 1 employee at Dynasty Financial Partners ranks their Perks And Benefits in the Top 5% of similar sized companies in the US (based on 1 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $63k | $63k | 1st Percentile |
20th Percentile $90k | $90k | 20th Percentile |
40th Percentile $111k | $111k | 40th Percentile |
60th Percentile $183k | $183k | 60th Percentile |
80th Percentile $233k | $233k | 80th Percentile |
100th Percentile $324k | $324k | 100th Percentile |
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
| Summary | Department | Average Salary |
|---|---|---|
Admin $54,173 | Admin | $54,173 |
Business Development $96,555 | Business Development | $96,555 |
Customer Support $60,132 | Customer Support | $60,132 |
Design $86,368 | Design | $86,368 |
Engineering $116,763 | Engineering | $116,763 |
Finance $73,387 | Finance | $73,387 |
HR $89,836 | HR | $89,836 |
IT $89,491 | IT | $89,491 |
Marketing $149,682 | Marketing | $149,682 |
Operations $81,890 | Operations | $81,890 |
Product $122,606 | Product | $122,606 |
Sales $210,541 | Sales | $210,541 |

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Who is the CEO of Dynasty Financial Partners?
Dynasty Financial Partners CEO is Shirl Penney, their score by employees is 100
What is Dynasty Financial Partners eNPS?
The eNPS for Dynasty Financial Partners is 100
What is the salary for Senior Developer in Dynasty Financial Partners?
Senior Developer average salary in the US is 130k
What are the salaries in the IT in Dynasty Financial Partners?
The average salaries for IT in Dynasty Financial Partners is 89k
Who are Dynasty Financial Partners competitors?
Dynasty Financial Partners main competitors are HighTower Advisors