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RIA Insights John Washington, Data Research Analyst | December 12, 2023

November 2023 Financial Advisor and RIA Moves and Acquisitions

As November wrapped up, Dakota tracked a total of 34 transactions. With the markets calming down a...

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RIA Insights Morgan Holycross, Marketing Manager | December 7, 2023

The Top 10 RIAs in Seattle

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Investment Insights Koncheng Moua, Director of Data Management and Strategy | November 21, 2023

October 2023 Public Plan Commitment Summary

Staying up to date and understanding public pension fund insights is critical for gaining...

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RIA Insights John Washington, Data Research Analyst | November 16, 2023

October 2023 Financial Advisor and RIA Moves and Acquisitions

October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As...

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RIA Insights Morgan Holycross, Marketing Manager | October 31, 2023

Top 10 RIA Firms in the San Francisco Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their...

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Investment Insights Koncheng Moua, Director of Data Management and Strategy | October 26, 2023

September 2023 Public Plan Commitment Summary

In the month of September, Dakota tracked a total of approximately $18 billion across 141...

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RIA Insights John Washington, Data Research Analyst | October 19, 2023

September 2023 Financial Advisor and RIA Moves and Acquisitions

As September has come to a close, RIA activity and independent activity remained strong. During...

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