RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”
Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.
Below are a few RIAs in Atlanta that we thought you might like to know. For a more detailed list of RIAs in Atlanta, click here to see for free.
AUM: $12,885,859,109
2. Homrich Berg Wealth Management
AUM: $11,082,920,997
3. Plan Sponsor Consultants, a Division of Hub International
AUM: $7,568,544,000
AUM: $7,202,401,522
AUM: $6,600,000,000
AUM: $6,500,000,000
8. Signature FD
AUM: $6,143,956,425
AUM: $5,574,032,469
10. Brightworth
AUM: $5,364,746,988
For a more detailed list of all RIAs in Atlanta, start your free trial of Dakota Marketplace here.
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
September 26, 2023
October 03, 2023
August 31, 2023
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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