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RIA Insights John Washington, Data Research Analyst | May 14, 2024

April 2024 Financial Advisor and RIA Moves and Acquisitions

The RIA industry has experienced significant growth, particularly among large RIAs with assets over...

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RIA Insights John Washington, Data Research Analyst | April 16, 2024

March 2024 Financial Advisor and RIA Moves and Acquisitions

In March, Dakota tracked significant activity in the financial advisor and RIA sectors, noting a...

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RIA Insights John Washington, Data Research Analyst | March 6, 2024

February 2024 Financial Advisor and RIA Moves and Acquisitions

As February draws to an end, Dakota recorded a total of 32 transactions. Despite the month's...

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RIA Insights Morgan Holycross, Marketing Manager | February 23, 2024

Top 10 RIA Firms in the Austin Metro Area

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

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RIA Insights John Washington, Data Research Analyst | February 20, 2024

January 2024 Financial Advisor and RIA Moves and Acquisitions

At the commencement of the new year, Dakota documented a total of 40 transactions. Despite a...

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RIA Insights Morgan Holycross, Marketing Manager | January 23, 2024

Top 10 RIA Firms in the Minneapolis Metro Area

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

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RIA Insights John Washington, Data Research Analyst | January 9, 2024

December 2023 Financial Advisor and RIA Moves and Acquisitions

As December wrapped up, Dakota tracked a total of 26 transactions. With the markets calming down...

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