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RIA Insights Dakota | August 7, 2025

RIA Channel Updates: July 2025 Insights

RIA deal volume and acquired AUM increased in July compared to June, with Dakota tracking 32...

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RIA Insights Dakota Insights | July 29, 2025

New RIAs from June 2025 | RIA Launches

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

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RIA Insights Dakota | July 8, 2025

What Happened in the RIA Channel in June 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

New RIAs and Investment Firms from May 2025 | RIA Launches

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

What Happened in the RIA Channel in May 2025? Key Moves & Updates

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

May 2025 Financial Advisor Moves: Who Changed Firms This Month?

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

April 2025 Financial Advisor Moves | RIA Updates

For the second month in a row, Raymond James was the most active advisor recruiter, adding nine...

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