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Competitor Summary. See how Dynasty Financial Partners compares to its main competitors:

  • Personal Capital has the most employees (1,500).
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Dynasty Financial Partners vs competitors

CompanyFounding dateZippia scoreHeadquarters# of LocationsRevenueEmployees
2010
3.7
New York, NY1$5.1M75
1998
4.0
Springfield, MO1$6.8M57
1989
4.5
Washington, DC1$19.0M145
1985
4.4
Greenwood Village, CO1$5.5M61
2011
3.8
Redwood City, CA8$2.9M1,500
2006
4.1
New York, NY1$2.1B200
2008
4.7
Chicago, IL2-751
1994
3.4
San Antonio, TX1$16.0M137
1985
3.8
Columbus, OH1$10.0M41
2003
3.6
New York, NY1$22.0M114
-
4.2
Cherry Hill, NJ1$1.2M50
1987
4.0
Lexington, KY1$50.0M30
InForm Fitness
1997
3.6
New York, NY1$400,0004
Greater Springfield Credit Union
1927
3.7
Springfield, MA1$25.0M14
1912
4.2
New York, NY1$11.0M125
DFJ
1985
4.2
Menlo Park, CA1$1.6M20
Plug and Play Tech Center
2006
4.1
Sunnyvale, CA1$17.5M3
1977
4.5
San Francisco, CA1$14.8M30
1992
4.1
Brentwood, TN1$20.0M240
Premiere Financial Group
-
4.1
Eureka, CA1$1.0M15
1980
3.8
Berea, KY1$3.4M30

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Dynasty Financial Partners salaries vs competitors

Compare Dynasty Financial Partners salaries vs competitors

CompanyAverage salaryHourly salarySalary score
Dynasty Financial Partners
$65,617$31.55-

Compare Dynasty Financial Partners job title salaries vs competitors

CompanyHighest salaryHourly salary
Dynasty Financial Partners
$78,471$37.73
Personal Capital
$100,248$48.20
Focus Financial Partners
$98,092$47.16
MidOcean Partners
$97,828$47.03
Matrix Partners
$84,755$40.75
SEAF
$83,229$40.01
InForm Fitness
$82,480$39.65
BKD Wealth Advisors
$81,967$39.41
Penn Capital Management Company, Inc.
$81,264$39.07
DFJ
$79,941$38.43
Plug and Play Tech Center
$78,275$37.63
Investments & Wealth Institute
$78,134$37.56
SIFMA
$76,539$36.80
LiftFund
$76,399$36.73
Economic And Community Development Institute
$76,249$36.66
Premiere Financial Group
$75,122$36.12
Fahe
$74,805$35.96
Dave Ramsey
$73,032$35.11
KSTC
$72,889$35.04
HighTower Advisors
$72,519$34.86

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Dynasty Financial Partners demographics vs competitors

Compare gender at Dynasty Financial Partners vs competitors

Job titleMaleFemale
Dynasty Financial Partners28%72%
Matrix Partners43%57%
Dave Ramsey51%49%
HighTower Advisors59%41%
SEAF60%40%
Penn Capital Management Company, Inc.65%35%

Compare race at Dynasty Financial Partners vs competitors

CompanyWhiteHispanic or LatinoBlack or African AmericanAsianUnknownDiversity score
54%15%17%10%3%
6.4
69%10%12%7%3%
7.4
67%13%11%6%4%
8.9
40%8%22%15%15%
8.9
64%12%13%10%2%
9.0
59%15%15%9%3%
9.9

Dynasty Financial Partners and similar companies CEOs

CEOBio
Paul Sheehan
SEAF

Jay Shah is President of Personal Capital, an Empower company. With over 20 years of executive leadership experience at professional services, privately-held and public companies, his focus is building & running consumer-direct FinTech entities that have redefined the banking, credit and wealth management landscape.

Ruediger Adolf (Rudy)
Focus Financial Partners

Ruediger "Rudy" Adolf is an Austrian-born American business executive. He is the founder, Chief Executive Officer and Chairman of Focus Financial Partners, an international partnership of independent and fiduciary wealth management firms. In 2017, Focus’s CEO Rudy Adolf was named to the list of Icons & Innovators by InvestmentNews, honoring visionaries who have shaped and transformed the financial advice profession.

Janie Barrera
LiftFund

Phillip Vincent
Plug and Play Tech Center

Jim King
Fahe

Kenneth E. Bentsen
SIFMA

Dynasty Financial Partners competitors FAQs

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