September 26, 2023
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 Boston that we thought you might like to know. For a more detailed list of RIAs in Boston click here to see for free.
AUM: $450,000,000,000
AUM: $32,181,107,000
AUM: $29,812,849,622
AUM: $22,604,852,072
AUM: $18,638,723,308
AUM: $16,000,000,000
AUM: $11,478,077,185
AUM: $10,519,787,346
AUM: $10,503,429,858
AUM: $10,403,985,549
For a more detailed list of all RIAs in Boston, start your free trial of Dakota Marketplace here.
Morgan Holycross is a Marketing Manager at Dakota.
