RIAs are one of the most dynamic and fast growing channels for investment firms to call on when fundraising. 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.
However, this is by no means a “best of” list, as there are so many high quality RIAs across the country. By the end of the article, you'll have a clear idea of the landscape and who you can be calling on.
For a more detailed list of RIAs, click here to book a demo of Dakota Marketplace.
New York City
1. Focus Financial Partners
AUM: $400,000,000,000
2. Hightower Advisors LLC
AUM: $164,789,471,551
3. Lazard Family Office Partners
AUM: $128,878,312,897
4. Cerity Partners
AUM: $122,848,693,051
5. Brown Advisory
AUM: $121,936,354,796
Los Angeles
1. SageView Advisory Group
AUM: $238,552,018,915
2. NFP Retirement Inc.
AUM: $118,031,461,765
3. The TCW Group
AUM: $40,149,916,771
4. Beacon Point Advisors
AUM: $39,839,757,384
5. EP Wealth Advisors
AUM: $35,570,000,000
Chicago
1. Gallagher Fiduciary Advisors, LLC
AUM: $180,614,282,519
2. William Blair
AUM: $74,800,000,000
3. Cressent Wealth Advisors
AUM: $71,864,303,961
4. CIBC Private Wealth
AUM: $61,112,966,756
5. Mesirow Financial
AUM: $56,000,000,000
Dallas
1. Fisher Investments
AUM: $298,729,428,900
2. Avantax Wealth Management
AUM: $46,109,939,749
3. First Command Financial Planning
AUM: $22,090,760,499
4. CH Investment Partners
AUM: $13,950,022,655
5. Cain Capital Management, Lp
AUM: $13,000,000,000
Boston
1. Fidelity Strategic Advisors
AUM: $1,067,664,605,590
2. Pathstone
AUM: $100,444,137,501
3. Focus Partners Wealth
AUM: $95,889,888,426
4. SCS Financial Services
AUM: $43,134,668,533
5. Partners Capital Group
AUM: $41,480,618,620
These are just a few of the most-viewed RIAs across key metro areas in Dakota Marketplace. To explore the full database of RIAs, book a demo and see how Dakota Marketplace can support your outreach!
