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San Antonio, Texas

RIA Insights Gui Costin, Founder, CEO | January 14, 2022

Top 5 RIA Firms in San Antonio

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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Charlotte, North Carolina

RIA Insights Gui Costin, Founder, CEO | January 12, 2022

Top 10 RIA Firms in the Charlotte Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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St. Louis, Missouri

RIA Insights Gui Costin, Founder, CEO | January 7, 2022

Top 10 RIAs in the St. Louis Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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Cincinnati, Ohio

RIA Insights Gui Costin, Founder, CEO | January 6, 2022

Top 10 RIA Firms in the Cincinnati Metro Area

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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Two computer monitors on desk

Technology Gui Costin, Founder, CEO | September 24, 2021

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...

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Pittsburgh, PA city skyline - night

RIA Insights Gui Costin, Founder, CEO | March 29, 2021

6 Leading RIAs in the Pittsburgh Metro Area

One of the biggest problems when selling to RIAs is the size of the market — it can be overwhelming...

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hand on a laptop that shows data

Technology Gui Costin, Founder, CEO | March 5, 2021

Investment Data Solutions: Which is Right For Your Firm?

If you’re in the investment industry, you know how hard it can be to trust a database that promises...

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