Resource Partners

Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Avestar Capital Partners with customizable, open-architecture wealth management solutions. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow Avestar to act as true fiduciaries to our clients. Through Dynasty, we access a full array of capital markets and investment banking capabilities, as well as a vast range of investment research and consulting, proprietary analytical tools, and an online research center.
Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.
Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows Avestar Capital Partners to assure our clients secure “anytime, anywhere” online access to their total wealth picture. So that we can focus on what we do best – fulfilling your objectives with outstanding service and total transparency – we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Avestar is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.

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