Client Login

Dakota Wealth Management

Client Login

News and Events

Scallop Pond (detail) by Brian Rutenberg

Sort By

  • All
  • News
  • Press
PR
News

Dakota CEO & Founder Peter Raimondi Interviewed by The Deep Dive Podcast

November 13, 2023
Read More
JMG
Press

Dakota Wealth Management Acquires JMG Wealth Management Group

November 1, 2023
Read More
One Gateway Center - Newton
Press

Dakota Wealth Management Acquires Jonathan D. Pond, LLC

September 8, 2023
Read More
Rhys-Williams-500x500
News

Wealth Management EDGE Podcast: Dakota’s Rhys Williams on What’s Inside the Mind of NextGen Clients

August 3, 2023
Read More
Dakota Square Thumb
News

Dakota Wealth Management Named #14 Top Fastest-Growing RIA on the FA Magazine Top 50 Fastest-Growing Firms Ranking.

July 14, 2023
Read More
Copyright ©2021 Bill Barbosa Photography, CPP, Cr.Photog.ASP, FED, FSA www.billbarbosaphotography.com 561-242-2455
News

Orvieto On Dakota Wealth Management’s Approach To Growth

June 29, 2023
Read More
Screenshot 2023-06-01 at 10.39.39 AM
Press

Dakota Wealth Management Acquires Stillwater Investment Management, LLC

June 1, 2023
Read More
INV
Press

Dakota Wealth Management Named a 2023 Best Places to Work for Financial Advisers by InvestmentNews.

March 9, 2023
Read More
Copyright ©2021 Bill Barbosa Photography, CPP, Cr.Photog.ASP, FED, FSA www.billbarbosaphotography.com 561-242-2455
News

The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

January 25, 2023
Read More
Emigrant
Press

Dakota Wealth Management Receives Strategic Minority Investment from Emigrant Partners

January 5, 2023
Read More
Emigrant Dakota Merger
News

Emigrant takes stake in Peter Raimondi’s $2.5bn RIA

January 5, 2023
Read More
Inc Best In Biz Logo
Press

Dakota Wealth Management Named to Inc.’s 2022 Best in Business List in Financial Services

December 16, 2022
Read More
Pavlik9.22
News

Robert Pavlik, Dakota Wealth Management senior portfolio manager, joins ‘The Exchange’ to discuss the Fed, inflation and the markets on CNBC.

August 30, 2022
Read More
Billings Team
News

Dakota Wealth Management to Acquire Loveless Wealth Management

July 1, 2022
Read More
Dakota Square Thumb
Press

Dakota Wealth Management Announces Opening of Syracuse, NY Office

June 21, 2022
Read More
PR
News

Peter Raimondi named CEO of the Year finalist for Institutional Investor’s RIA Intel Awards

June 2, 2022
Read More
Copyright ©2021 Bill Barbosa Photography, CPP, Cr.Photog.ASP, FED, FSA www.billbarbosaphotography.com 561-242-2455
News

Bonnie Sewell featured on Rethinking65.com: Ten Steps to a Successful Succession Plan

March 11, 2022
Read More
PR
News

CityWire: Peter Raimondi’s Dakota buys $440m Virginia RIA

February 2, 2022
Read More
PavlikYahoo
News

Dakota’s Robert Pavlik Appears on Yahoo Finance Live

January 6, 2022
Read More
PLF
Press

Dakota Wealth Management Acquires Pineno Levin & Ford Asset Management

January 1, 2022
Read More
Dakota Square Thumb
Press

Dakota Wealth Management Acquires American Capital Planning

October 20, 2021
Read More
image001
News

Dakota Wealth Management’s Peter Raimondi featured in Citywire RIA magazine.

September 14, 2021
Read More
Copyright ©2020 Bill Barbosa Photography, CPP, Cr.Photog.ASP, FED, FSA www.billbarbosaphotography.com 561-242-2455
News

Rhys Williams featured in Voyage MIA

September 2, 2021
Read More
Persimmon
Press

Dakota Wealth Management to Acquire Persimmon Capital Management

July 1, 2021
Read More
Dakota Square Thumb
Press

Dakota Wealth Management Expands Portfolio Management Team

June 29, 2021
Read More
brettovieto
Press

Brett Orvieto recognized as a 2021 InvestmentNews 40 Under 40 Honoree.

June 7, 2021
Read More
William J. Mikus
News

Salvation Army of Palm Beach County names William Mikus as chairman of the Advisory Board

March 28, 2021
Read More
Bryan-Keller
Press

Dakota Wealth Management Announces Promotion of Bryan P. Keller to Chief Strategic Officer

November 3, 2020
Read More
Peter-Raimondi
News

Peter Raimondi named a finalist for WealthManagement.com 2020 Industry Awards in two categories: CEO of the Year and M&A Leader of the Year

June 18, 2020
Read More
Peter-Raimondi
News

Barron’s: Secrets of Serial Wealth Management Entrepreneurs

January 30, 2020
Read More
petercrop
News

Peter Raimondi and Michael Reed Present at Fidelity Conference

September 18, 2019
Read More
SSGDakota-74
News

Gala

August 21, 2019
Read More
SSGDakota-74
News

Team Celebration

August 20, 2019
Read More
FI
News

Dakota Wealth Hopes Outsider Ops Rigor Will Cement Growth Strategy

July 23, 2019
Read More
dakota-mobile-banner
Press

Dakota Wealth Management to Acquire Springside Partners

May 20, 2019
Read More
Dakota Square Thumb
Press

Press Release: Peter Raimondi and Partners Launch Dakota Wealth Management

May 22, 2018
Read More
Load more
Featured Artist - We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian’s work which is such an inspirational display of self-expression at www.brianrutenbergart.com.