October 31, 2023
RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in San Francisco that we thought you might like to know. For a more detailed list of RIAs in San Francisco, click here to schedule a demo.
AUM: $$290,354,747,708
AUM: $148,561,000,000
AUM: $107,120,212,323
AUM: $89,112,612,606
AUM: $60,116,320,247
AUM: $55,707,371,841
AUM: $24,956,773,327
AUM: $22,754,551,937
AUM: $20,500,000,000
AUM: $17,791,397,748
For a more detailed list of all RIAs in San Francisco, sign up for a demo of Dakota Marketplace here.
Morgan Holycross is a Marketing Manager at Dakota.
