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A Complete Database for RIAs and Family Offices

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A Complete Database of RIAs and Family Offices

The only RIA and Family Office database built and updated by fundraisers.

 

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The RIA and Family Office Market is Exploding

The RIA and Family Office space has grown 5x in the last decade — and it's not slowing down. Staying ahead of this dynamic market requires fast, accurate, and focused data. That’s where Dakota delivers.

Dakota identifies RIAs and Family Offices that allocate to outside mangers

High turnover in both RIA and Family Office channels

Real-time updates

Focus on the right people that make allocation decisions

Identify RIA and Family Office Investments

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Why Dakota RIAs and Family Offices?

With the most comprehensive and real-time database of 24,000+ RIAs and 2,000+ Family Offices, you’ll have the insights and connections needed to stay ahead in the fastest-growing market in the investment world.

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Access verified data from RIAs actively allocating to outside managers

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Dakota News tracks FA/RIA M&A activity to help you stay on top of mergers, acquisitions, and firm changes.

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Access 13F investment holdings to see what RIAs are investing in, including ETFs, closed-end funds, BDCs, and stocks.

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Metro-Area Searchability: Find firms in 25 metro areas with an interactive map & list layout.

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Exclusive insights from top industry experts on trends, news, and opportunities on RIAs and Family Offices.

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Search firms by country, strategy, and investment focus for Global Family Office coverage.

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RIAs and Family Offices By The Numbers

2,000+

Single Family Offices and 4,000+ contacts

4,500+

RIAs and 17,000+ contacts

300+

Wealth Manager RIAs and 1,000+ contacts

9,000+

RIA / FA teams

10,500+

Investment Firms

4,500+

Domestic RIAs and 17,500+ contacts

4,000+

Global RIAs and 18,500+ contacts

80+

Family Offices added each month

3,000+

Domestic Family Offices

4,500+

Global Family Offices

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Download Our Guide to Raising Capital for RIAs!

Download our guide for the keys to success for raising capital in the RIA market.

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Get started with Dakota RIAs and Family Offices to access exclusive time-saving resources to scale your business.

$15,500 /year

$1,000 per additional user

Join the fundraisers already using Dakota RIAs and FOs to scale their investor outreach.

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Address

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

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