Dynasty Picks Allocate for 725-Advisor Network as RIAs Push Deeper Into Private Markets
Updated
Updated · Wealth Management · Jun 8
Dynasty Picks Allocate for 725-Advisor Network as RIAs Push Deeper Into Private Markets
2 articles · Updated · Wealth Management · Jun 8
Summary
Dynasty Financial Partners named Allocate a preferred private-markets provider for its network of more than 725 advisors, expanding a relationship the firms have had since 2022.
Allocate will let Dynasty advisors either use curated private-market offerings or build custom baskets for one or multiple clients, with single-investment minimums starting at $75,000.
Samir Kaji said RIA adoption of alternatives is still early—about 3% on average—but a move to 10% would shift roughly $3.7 trillion, making smoother subscription and portfolio tools a key selling point.
Competition for advisor private-market flows is intensifying: RFG Advisory partnered with iCapital this week, while WisdomTree is pitching ETFs with private-market exposure as a simpler next step for advisors and retail investors.