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F2 Strategy

Luminaries 2025 Impact Statement

F2 Strategy is redefining thought leadership in the wealth management space by delivering research-driven insights that empower RIAs to make better decisions about growth, scalability, and innovation. In 2024, F2 partnered with Dynasty Financial Partners on a groundbreaking benchmarking study comparing the performance of 38 Dynasty-affiliated RIAs to a representative set of 4,669 SEC-registered firms. The results were striking: Dynasty firms experienced a 7.91% higher five-year AUM compound annual growth rate (CAGR), illustrating the measurable impact of operational scale and platform strategy. Rather than using the data to promote services, F2 co-authored a white paper that distilled the insights into a powerful educational resource for the broader advisory community. It continues to inform advisor conversations around infrastructure, independence and innovation.