The Northeast saw the most September advisor transitions with 21 moves totaling at least $5.9B in...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024Top 10 Family Offices in New York
August 21, 2024Top 10 Private Company Databases for 2025
October 3, 2025
Investment Insights
Dakota | September 4, 2025
August advisor transitions spanned all five US regions, led by the Southeast with 16 moves...
Read More
Investment Insights
Dakota | August 5, 2025
July saw a number of marquee people moves punctuate a competitive recruiting landscape, with UBS on...
Read More
Dakota Marketplace
Dakota | July 3, 2025
Raymond James once again led the recruiting charts in June, adding nine advisor teams with more...
Read More
RIA Insights
Dakota | June 3, 2025
Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...
Read More