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Dakota Public Profiles

The allocator universe, mapped and searchable.

Look up any firm and see the headline facts, then step inside Dakota Marketplace for the contacts and activity behind them.

17,000+
RIAs profiled

$130T
AUM tracked

600K+
Contacts in Marketplace

Daily
Data updates

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RIAs

17,000+ firms

Registered investment advisers across the US, with estimated AUM and metro area.

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ETFs

Available in Marketplace today

ETF coverage is live in Dakota Marketplace now. Book a demo to see it.

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Other allocators

Available in Marketplace today

Pensions, endowments, family offices and more are live in Dakota Marketplace now. Book a demo to see them.

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Largest RIA on File

Ashbourne Private Wealth

RIA · New York metro

Est. AUM
$48.2B

Contacts
86

Kestrel Asset Partners

RIA · Boston

Est. AUM
$41.7B

Contacts
64

Lindqvist Capital Advisors

RIA · Chicago

Est. AUM
$36.9B

Contacts
71

Summit Crest Advisors

RIA · San Francisco Bay Area

Est. AUM
$29.4B

Contacts
52

Oakline Wealth Management

RIA · Dallas-Fort Worth

Est. AUM
$24.1B

Contacts
47

Beacon Hollow Partners

RIA · Philadelphia

Est. AUM
$21.6B

Contacts
39

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Contacts, investment preferences, alternatives activity and daily news on every firm, inside Dakota Marketplace.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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