Los Angeles

Top 10 RIA Firms in the Los Angeles Metro Area

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

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city John Washington, Data Research Analyst | August 23, 2023

July 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank collapse persisted in the news as RIA and FAs had to reevaluate their plans...

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miami Koncheng Moua, Director of Data Management and Strategy | August 8, 2023

July 2023 Public Plan Commitment Summary

In the month of July, Dakota tracked a total of approximately $9.6 billion across 100 investments....

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skyline Koncheng Moua, Director of Data Management and Strategy | July 11, 2023

June 2023 Public Plan Commitment Summary

June was a busy month as commitments made totaled $13.9 billion across 148 investments. 50...

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Gui Costin, Founder, CEO | June 8, 2023

May 2023 Public Plan Commitment Summary

The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...

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Gui Costin, Founder, CEO | June 6, 2023

Q1 2023 ETF Recap

For the first time in over a year, the capital markets treated allocators well in both fixed income...

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skyline Gui Costin, Founder, CEO | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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