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RIA Insights Dakota | February 3, 2026

January 2026 Financial Advisor Moves: Who Changed Firms This Month?

The Northeast saw the most January advisor transitions with 21 moves totaling at least $11.6B in...

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RIA Insights Chris LeRoy, Director of Investment Research | January 23, 2026

Private Equity-Backed RIAs Expand Internationally: Global Wealth Management Trends

Private Equity-Backed U.S. RIAs Extend Into Global Wealth Markets Private equity-backed U.S....

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RIA Insights Sammy Wilson, Investment Research Associate | January 20, 2026

Top 10 RIAs of December 2025: Independent Wealth Firms to Watch

We are pleased to present the Monthly Report of Recently Registered RIAs - December 2025. We are...

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RIA Insights Sammy Wilson, Investment Research Associate | December 19, 2025

Top 10 New RIAs Added to Dakota Marketplace | November 2025

We are pleased to present the Monthly Report of Recently Registered RIAs - November 2025. We are...

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RIA Insights Cate Costin, Marketing Associate | December 11, 2025

Top 10 Best Practices for Emerging Managers Penetrating the RIA Channel

Breaking into the RIA channel has never been more competitive. Advisors are inundated with manager...

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RIA Insights Dakota | December 4, 2025

Top RIA Channel Updates in November 2025 | Key Insights

The momentum of a record-breaking year for RIA M&A activity continued in November, as Dakota...

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RIA Insights Sammy Wilson, Investment Research Associate | November 20, 2025

Top 10 New RIAs Added in Dakota Marketplace | October 2025

We are pleased to present the Monthly Report of Registered Investment Advisors (RIA) added to our...

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