May 2026 Advisor & People Moves

Consolidation in the RIA space kept up its hot pace in May, with Dakota tracking 38 announced US...

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Morgan Holycross, Marketing Manager | June 9, 2026

How Much Do Public Pensions Allocate to Alternatives?

Plans above $25B average roughly 37% of their portfolios in alternatives. That figure is up from...

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Dakota | June 9, 2026

May 2026 Financial Advisor Moves: Who Changed Firms This Month?

The Northeast led May advisor transitions with 23 moves totaling approximately $17.5B in disclosed...

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Cate Costin, Marketing Associate | June 8, 2026

Top 5 Companies Likely to Transact (June 8, 2026)

Tracking when private companies are nearing a sale, recap, or financing event has always been a...

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Cate Costin, Marketing Associate | June 8, 2026

Top RIAs in San Francisco: 2026 Guide

The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving...

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Morgan Holycross, Marketing Manager | June 8, 2026

Top 10 New Form D Filings (June 1 - 5)

Each week, we review the latest Form D filings submitted to the U.S. Securities and Exchange...

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Morgan Holycross, Marketing Manager | June 8, 2026

Top Sports IP Deals of the Past Year

Sports IP was the highest-volume consumer category in Dakota's dataset, with 362 disclosed...

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