We are pleased to present the Monthly Report of Recently Registered RIAs - June 2025. We are...
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RIA Insights
Morgan Holycross, Marketing Manager | July 17, 2025
Over the past several years, the RIA industry has seen a dramatic rise in mergers and acquisitions,...
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RIA Insights
Dakota | July 8, 2025
RIA M&A deal volume and acquired AUM roughly doubled in July compared to June, with Dakota tracking...
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RIA Insights
Morgan Holycross, Marketing Manager | July 1, 2025
We are pleased to present the Monthly Report of Newly Formed RIAs - May 2025. We are continuously...
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RIA Insights
Dakota | June 5, 2025
The month to month ups and downs in RIA M&A deal flows continued in May, with deal volume dipping...
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RIA Insights
Dakota | June 3, 2025
Raymond James was again the most active monthly recruiter, ending May with 12 new advisor teams,...
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RIA Insights
Dakota | May 8, 2025
For the second month in a row, Raymond James was the most active advisor recruiter, adding nine...
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