We are pleased to present the Monthly Report of Registered Investment Advisors (RIA) added to our marketplace for October 2025. As part of our monthly process, our data team identified 90 new RIAs with a combined total AUM of $130B.
This month’s additions reflect continued momentum among independent advisory firms, with notable growth in retirement-focused and multi-family office practices. At Dakota, our mission is to keep you connected to the evolving RIA landscape, making it easier to identify emerging opportunities and build meaningful partnerships.
Here are 10 new noteworthy RIAs added to marketplace:
1. Lazard Freres Gestion
- AUM: $48.37B
- Metro Area: Brussels, Belgium
Lazard Freres Gestion operates as a RIA, headquartered in Brussels. The firm is part of the Lazard group and combines both French and international cultures to serve a diverse clientele, including institutional investors, companies, distribution networks, and wealth advisers. Its investment solutions are designed for long-term value creation, leveraging over 175 years of financial expertise.
2. Chevy Chase Trust Co
- AUM: $40.28B
- Metro Area: Baltimore, MD
Chevy Chase Trust Co is a RIA specializing in Multi Family Office services.The firm emphasizes a client-centric approach that focuses on understanding individual goals and delivering tailored investment strategies while maintaining transparency and prudent risk management. Its investment platform is centered on “Investing in Themes,” which focuses on long-term secular trends influenced by economic, demographic, and technological changes.
3. Mariner Independent
- AUM: $5.62B
- Metro Area: Kansas City, KS
Mariner Independent operates as a RIA, providing a platform for independent financial advisors to manage their own practices while accessing a variety of in-house advisory specialists, services, and operational support. The service model emphasizes advisory solutions, practice management, investments, technology, and functional support, enabling advisors to achieve independence and revenue growth while leveraging resources from a national financial services firm.
4. 1828 Capital
- AUM: $1.6B
- Metro Area: Little Rock, AR
1828 Capital operates as a RIA, specializing in wealth management services. Established with a mission to provide tailored, long-term financial solutions, 1828 Capital emphasizes integrity and client alignment, offering a comprehensive range of services including investment management, estate planning, and retirement consulting.
5. Keaton & Sams Wealth Management
- AUM: $1.3B
- Metro Area: Savannah, GA
Keaton & Sams Wealth Management operates as a RIA specializing in private wealth management for affluent families and individuals. It focuses on delivering comprehensive wealth counsel and personal service, addressing complex financial matters such as estate planning, wealth preservation, and retirement planning.
6. Geometric Wealth Advisors, LLC
- AUM: $971.57M
- Metro Area: Washington, DC
Geometric Wealth Advisors, LLC operates as a RIA based in Washington, DC. The firm specializes in comprehensive financial planning and tax services tailored for executives and partners in demanding careers such as management consulting and finance. Geometric Wealth Advisors employs an evidence-based, low-cost, and passive investment methodology, utilizing mutual funds and ETFs from providers like Dimensional Fund Advisors (DFA).
7. Weaver Consulting Group
- AUM: $892.89M
- Metro Area: Los Angeles, CA
Weaver Consulting Group operates as a RIA, specializing in the transition from wealth accumulation to capital preservation and retirement income replacement. It is a family-run business led by CRPC-Certified Advisors, focusing on providing independent and personalized investment advice tailored to the needs of hard-working individuals and families planning for retirement.
8. NFSG Corporation
- AUM: $813.49M
- Metro Area: Boca Raton, FL
NFSG Corporation operates as a RIA based in Boca Raton, Florida. The firm is dedicated to providing client-focused wealth management services, which include personalized financial solutions such as tailored investment strategies, retirement and legacy planning, and education planning. The company emphasizes a customized approach to portfolio construction, ensuring ongoing guidance for its clients.
9. Moody Aldrich Partners
- AUM: $749M
- Metro Area: Boston, MA
Moody Aldrich Partners is a RIA specializing in Wealth Advisor services. Moody Aldrich Partners, LLC is a privately-held investment allocator that directs capital across alternative investment strategies for institutional and high-net-worth clients, leveraging its network and market insight to access niche opportunities in private markets, real assets, and credit.
10. Chesapeake Asset Management, LLC
- AUM: $721.31M
- Metro Area: New York, NY
Chesapeake Asset Management, LLC operates as an RIA based in New York City. The firm specializes in managing over $721 million in assets, providing sophisticated customized global multi-asset class portfolios. Chesapeake emphasizes a tailored approach to capital allocation across various geographies and investment strategies, serving high-net-worth individuals, families, corporations, and foundations.
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