Top RIAs Firms in the Charlotte Metro Area

The RIA Channel is one of the most dynamic and fast growing channels for investment firms to sell...

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John Washington, Data Research Analyst | July 18, 2024

June 2024 Financial Advisor and RIA Moves and Acquisitions

In June, the financial advisor and acquisition market saw heightened activity with major firms like...

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Morgan Holycross, Marketing Manager | July 11, 2024

The Top Form ADV Features in Dakota Marketplace

In the complex world of investment sales, transparency and regulatory compliance are paramount -...

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John Washington, Data Research Analyst | June 11, 2024

May 2024 Financial Advisor and RIA Moves and Acquisitions

In May 2024, Dakota tracked significant activity in the financial advisor and RIA industry, driven...

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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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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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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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