Platform
Products
Services
- Dakota Funds
Features
Integrations
- Salesforce
- Hubspot
- Backstop
- Intapp DealCloud
- Snowflake
- Dynamo
- Altvia
- Pinnakl
- APIs
Data Partners
- Partner Network
Data
Allocator Intelligence
International
Alternative Channels
Market Intelligence
Who We Serve
Investment Firms
Professional Services
Technology
- Software Companies
- Wealth Tech Companies
Resources
Learn
Connect
Company
Company
Community
MP Login
Talk to an Expert

Book a Demo

RIA Insights Dakota | August 4, 2026

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

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by...

Read More

Popular Posts

Top 10 Family Offices in Singapore: 2026 Guide

June 1, 2026

Top 10 Private Company Databases: 2026 Guide

July 8, 2026

Top 10 Family Offices in the UAE: 2026 Guide

August 3, 2026

Top 10 Private Equity Firms in Chicago: 2026 Rankings & Insights

June 10, 2026

Dakota Marketplace Dakota | April 2, 2026

March 2026 Advisor and People Moves

The Southeast region led March advisor transitions with 29 moves totaling about $10.7B in disclosed...

Read More

Dakota Marketplace Dakota | March 3, 2026

February 2026 Advisor and People Moves

The Southeast led February advisor transitions with 19 moves totaling about $7B in disclosed client...

Read More

RIA Insights Dakota | February 3, 2026

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

The Northeast saw the most January advisor transitions with 21 moves totaling at least $11.6B in...

Read More

Dakota Marketplace Dakota | January 7, 2026

December 2025 Financial Advisor Moves | Firm Changes

The Northeast saw the most December advisor transitions with 19 moves totaling at least $12.1B in...

Read More

Dakota Marketplace Dakota | December 2, 2025

November 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most November advisor transitions with 20 moves totaling at least $25.6B in...

Read More

Dakota Marketplace Dakota | November 4, 2025

October 2025 Financial Advisor Moves | Firm Changes

The Southeast saw the most October advisor transitions with 28 moves totaling at least $7.0B in...

Read More

1 2 Next

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy