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Dynasty Financial Partners

In network coverage since September 1, 2026 · 16+ stories

1Deals on our tracker

Deal recordFull tracker →

Sep 21, 26Deal announcedCharles Schwab · Anthropic · Vanguard Group — coverage

Network coverage

RIA

Former VestGen CEO Josh Gerry launches Valla Wealth under Invictus

Valla is an employee-owned Chicago firm operating as a DBA of the Dynasty-backed RIA launched in 2021.

book · Oct 14NIL pay comes as 1099 income with nothing withheld, Dynasty's LaPorta says

practice · Oct 13OpenArc and SageSpring build in-house advisor training programs

practice · Oct 13Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems

move · Oct 6Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026

exit · Sep 25In RIA sales, the entity chart beats the multiple

M&A · Sep 23Corient buys a Cayman licence, and the $2.6B is the receipt

RIA · Sep 23Americana turns two tuck-ins into a family-office recruiting asset

Moves · Sep 22Schwab turns Ameriprise recruiting into a serial launch program

move · Sep 22Schwab's fourth Ameriprise raid reprices the breakaway math

The Close · Sep 22Edelman skipped the Claude launch table, and that is the tell

Moves · Sep 21Dynasty hired the person who makes the platform land

M&A · Sep 15Envestnet's Vestmark deal is a financing story in product clothing

RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time

RIA · Sep 8NIL moves athlete planning into the family kitchen

Moves · Sep 1Cyndeo hires Dynasty's Casey Jorgensen to run growth

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