The RIA Channel is 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 RIA database, 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 Chicago that we thought you might like to know. For a more detailed list of RIAs in Chicago click here to see for free.
AUM: $73,775,455,095
AUM: $49,965,190,648
AUM: $41,993,109,481
AUM: $30,500,000,000
AUM: $22,967,857,515
AUM: $20,000,000,000
AUM: $20,000,000,000
8. Sheridan Road Financial, division of HUB
International
AUM: $16,836,886,298
AUM: $15,800,000,000
10. Mesirow Retirement Advisory Services
AUM: $12,500,000,000
For a more detailed list of all RIAs in Chicago start your free trial of Dakota Marketplace here.
Written By: Morgan Holycross, Content Marketing Associate
Morgan Holycross is the Marketing Associate at Dakota.
May 08, 2023
September 07, 2023
August 31, 2023
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