Dynasty Financial Partners announced it has onboarded Anchyra Partners, a new independent registered investment advisory firm based in Atlanta. This team previously managed $2.6 billion in client assets. Anchyra will focus on ultra-high-net-worth clients and multi-family offices, expanding through both organic growth and acquisitions.
Robert Durham, Zack Cloud, and Brian Gately launched Anchyra to combine institutional investment expertise with state-of-the-art technology and infrastructure. Durham previously served as Managing Director and Regional Director at Stephens Inc. And Cloud and Gately were vice presidents at Goldman Sachs.
Durham, Cloud, and Gately plan to grow Anchyra by acquiring independent advisory firms and partnering with like-minded advisors seeking to leave captive environments in select U.S. markets. And they are focused on practices with strong client relationships, strong books of business, and a desire for equity alignment. They aim to scale Anchyra steadily by adding firms that contribute both revenue and leadership.
The firm takes its name from the Greek word for anchor — a symbol of stability, tenacity, and the firm’s long-term commitment to its clients and partners.
KEY QUOTES:
“We’ve engineered Anchyra to support elite advisors who want to build something to last. We’re focused on creating an environment where experienced professionals can grow their businesses, contribute as partners, and deliver the kind of service sophisticated clients demand.”
“In doing our due diligence, we realized that the independent wealth space was best for our clients. The technology and investment opportunities — including more complex investments and private market plays — available to independents today delivers a client experience that is almost second to none.”
Robert Durham, who serves as CEO and leads the firm’s recruiting and acquisition strategy
