Dakota Data Summit

Annual Recognition List · 2026

Class of 2026 · Financial Advisor Excellence

Dakota's definitive recognition of the nation's most influential financial advisors and wealth management teams — identified through our proprietary intelligence platform and unparalleled industry relationships.

500

Elite Advisors

States Represented

15+

Top Firms

$2T+

AUM Represented

»» How advisors are selected: The Dakota 500 recognizes professionals identified through Dakota's proprietary intelligence platform — sourced from tens of thousands of meetings, data points, and relationships built across the wealth management ecosystem.

»» About This List

Recognition Built on Real Intelligence

The Dakota 500 is not a self-reported survey or a pay-to-play ranking. It reflects Dakota's unparalleled view into the wealth management industry, drawing on data from thousands of conversations, institutional fund raises, and relationship intelligence gathered across the country each year.

Client Excellence

Demonstrated commitment to delivering exceptional outcomes for high-net-worth and institutional clients.

Market Influence

Recognized leadership and reach within regional markets and national distribution networks.

Industry Standing

Consistent presence and reputation across the firm relationships and platforms that matter most.

2026 Dakota 500 — Full List

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— honorees

Rank ↕	Advisor / Team ↕	Firm ↕	Metro Area ↕	State ↕

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Recognition Built on Real Intelligence

Client Excellence

Market Influence

Industry Standing

Address

Products & Services

Resources

Podcasts

Events

Company