RIAs 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...

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

RIAs John Washington, Data Research Analyst | November 16, 2023

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

RIAs Morgan Holycross, Marketing Manager | November 7, 2023

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

RIAs Morgan Holycross, Marketing Manager | October 31, 2023

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

RIAs John Washington, Data Research Analyst | October 19, 2023

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

RIAs Morgan Holycross, Marketing Manager | October 12, 2023

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