We are continuously blown away by the large number of newly independent wealth management RIAs and...
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RIA Insights
Morgan Holycross, Marketing Manager | March 17, 2026
The RIA channel has become one of the most important sources of capital for investment managers....
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RIA Insights
Gui Costin, Founder, CEO | March 5, 2026
The Registered Investment Advisor (RIA) industry has become one of the most active investment...
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RIA Insights
Dakota | March 5, 2026
Consolidation in the RIA space remained robust in February, as Dakota tracked 29 M&A transactions...
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RIA Insights
Sammy Wilson, Investment Research Associate | February 26, 2026
We are pleased to present the Monthly Report of Recently Registered RIAs - January 2026. We are...
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RIA Insights
Morgan Holycross, Marketing Manager | February 20, 2026
The RIA market is being reshaped and is no longer defined solely by growth. Headlines often focus...
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RIA Insights
Dakota | February 5, 2026
It was more of the same in January following a 2025 that set records in M&A activity and...
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