December 2023 Public Plan Commitment Summary

In the month of December, Dakota tracked a total of approximately $10.4 billion across 164...

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John Washington, Data Research Analyst | January 9, 2024

December 2023 Financial Advisor and RIA Moves and Acquisitions

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...

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Morgan Holycross, Marketing Manager | January 4, 2024

The Top 10 RIAs in Houston

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

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Koncheng Moua, Director of Data Management and Strategy | December 19, 2023

November 2023 Public Plan Commitment Summary

In the month of November, Dakota tracked a total of approximately $14.6 billion across 128...

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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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Morgan Holycross, Marketing Manager | December 7, 2023

The Top 10 RIAs in Seattle

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

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

October 2023 Public Plan Commitment Summary

In the month of October, Dakota tracked a total of approximately $9.5 billion across 91...

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