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The RIA market across the United States consists of over 36,000 firms, which means that while there are more than enough to choose from when looking for new clients, narrowing down the list to only those that allocate to outside managers is going to be key.
Here at Dakota, we’ve raised over $6 billion from over 350 RIAs, and that has been possible because we qualify and curate our list to only RIAs that allocate to outside managers.
In an effort to help narrow down the sheer size of the market, we’ve put together a list of the top 10 RIAs in 10 major metro area across the country. To determine these lists, we looked for three things:
However, this collection is by no means a “best of” collection, as there are so many high quality RIAs around the country. By the end of this guide, though, you’ll have a clear idea of the landscape and who you can be calling on as you city schedule and set meetings in different cities across the country.
eBook
Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get started?
If you answered yes to any of the above, this eBook is for you.
eBook
Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.
eBook
This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.
Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.
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Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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