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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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RIA Insights John Washington, Data Research Analyst | December 12, 2023

November 2023 Financial Advisor and RIA Moves and Acquisitions

As November wrapped up, Dakota tracked a total of 34 transactions. With the markets calming down a...

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RIA Insights Morgan Holycross, Marketing Manager | December 7, 2023

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RIA Insights John Washington, Data Research Analyst | November 16, 2023

October 2023 Financial Advisor and RIA Moves and Acquisitions

October did not disappoint from an activity basis as many RIAs, FAs and acquisitions took place. As...

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RIA Insights Morgan Holycross, Marketing Manager | November 7, 2023

Top 10 RIAs in Dallas: 2026 Guide

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RIA Insights John Washington, Data Research Analyst | October 19, 2023

September 2023 Financial Advisor and RIA Moves and Acquisitions

As September has come to a close, RIA activity and independent activity remained strong. During...

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