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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 Charlotte that we thought you might like to know. For a more detailed list of RIAs in Charlotte, book a demo of Dakota Marketplace.
AUM: $18,700,000,000
AUM: $11,800,000,000
AUM: $10,580,525,716
AUM: $3,816,815,479
AUM: $3,614,716,454
AUM: $3,423,863,250
AUM: $2,600,638,955
AUM: $2,476,825,260
AUM: $2,322,649,734
AUM: $2,000,000,000
For a more detailed list of all RIAs in Charlotte click here to book a demo.
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
January 23, 2024
January 04, 2024
December 07, 2023
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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