Dakota Ebooks

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:

1. An AUM above $200 million
2. A dedicated analyst team
3. An RIA that actively allocates capital to outside investment management firms

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.