Which RIAs Are Investing in BDCs? How to Find Them Using 13F Data

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

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Dakota | June 9, 2026

May 2026 Advisor & People Moves

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

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Dakota | June 9, 2026

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

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

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Cate Costin, Marketing Associate | June 8, 2026

Top RIAs in San Francisco: 2026 Guide

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

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Cate Costin, Marketing Associate | May 29, 2026

Top 10 RIA Firms in the Washington, D.C.: 2026 Guide

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

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Morgan Holycross, Marketing Manager | May 28, 2026

Top 10 Financial Advisors in Toronto: 2026 Guide

For investment firms and asset managers selling into the wealth channel, Toronto is not a secondary...

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Cate Costin, Marketing Associate | May 27, 2026

The Top 10 RIAs in Stamford: 2026 Guide

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

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