RIA Insights Dakota Research | June 15, 2026

From Holdings to Relationships: How to Turn 13F Data Into a Private Markets Fundraising List

Private markets fundraising runs on relationships. But relationships have to start somewhere. For...

The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving...

RIA Insights Dakota Research | June 12, 2026

Two SEC filings sit at the center of most institutional prospecting workflows. The Form 13F shows...

RIA Insights Dakota Research | June 10, 2026

The BDC market is bigger than most people realize. The total sector hit $449.9 billion at fair...

RIA Insights Dakota | June 9, 2026

Consolidation in the RIA space kept up its hot pace in May, with Dakota tracking 38 announced US...

RIA Insights Dakota | June 9, 2026

The Northeast led May advisor transitions with 23 moves totaling approximately $17.5B in disclosed...

RIA Insights Cate Costin, Marketing Associate | June 8, 2026

The RIA market has grown roughly 5x over the past decade and is now one of the fastest-moving...