Best RIA Aggregators for Advisors & Asset Managers in 2025

Over the past several years, the RIA industry has seen a dramatic rise in mergers and acquisitions,...

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Peter Harris, Investment Research Associate | July 16, 2025

Top Private Equity Firms in Denver | 2025 Rankings & Insights

With its breathtaking landscapes, iconic national parks, and world-class ski resorts, Colorado’s...

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Morgan Holycross, Marketing Manager | July 15, 2025

June 2025 Continuation Vehicle Report | Top PE Secondary Funds

Continuation vehicles have rapidly evolved from a niche solution into a central feature of the...

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Dakota | July 10, 2025

Public Plan Commitment Summary – June 2025 Allocations Report

In June, Dakota tracked nearly $36B across 203 investments from 46 distinct pension funds or...

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Peter Harris, Investment Research Associate | July 9, 2025

Top Private Equity Firms in San Diego: 2025 Rankings & Insights

San Diego proves that Los Angeles isn't the sole corporate magnet in Southern California. With...

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Dakota | July 8, 2025

What Happened in the RIA Channel in June 2025?

RIA M&A deal volume and acquired AUM roughly doubled in July compared to June, with Dakota tracking...

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Dakota | July 3, 2025

Financial Advisor Moves & Other People News: June 2025

Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...

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