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Press

Dakota Wealth Management Acquires Jonathan D. Pond, LLC

September 8, 2023
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Wealth Management EDGE Podcast: Dakota’s Rhys Williams on What’s Inside the Mind of NextGen Clients

August 3, 2023
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Dakota Wealth Management Named #14 Top Fastest-Growing RIA on the FA Magazine Top 50 Fastest-Growing Firms Ranking.

July 14, 2023
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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
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Press

Dakota Wealth Management Acquires Stillwater Investment Management, LLC

June 1, 2023
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Dakota Wealth Management Named a 2023 Best Places to Work for Financial Advisers by InvestmentNews.

March 9, 2023
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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
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Press

Dakota Wealth Management Receives Strategic Minority Investment from Emigrant Partners

January 5, 2023
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Emigrant takes stake in Peter Raimondi’s $2.5bn RIA

January 5, 2023
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Dakota Wealth Management Named to Inc.’s 2022 Best in Business List in Financial Services

December 16, 2022
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Carina Diamond awarded Excell Women in Wealth Management’s Career of Excellence Award.

November 1, 2022
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Industry Advocate of the Year: Carina Diamond, Chief Experience Officer, Dakota Wealth Management
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Carina Diamond named RIA Intel’s Industry Advocate of the Year

September 15, 2022
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RIA Intel interviews Peter Raimondi and Carina Diamond, finalists of the 2022 RIA Intel Awards.

September 12, 2022
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Industry Advocate of the Year: Carina Diamond, Chief Experience Officer, Dakota Wealth Management
News

Carina Diamond interviewed on “Margaritas with Marguerita Cheng, CFP® Pro Show” podcast.

September 2, 2022
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Robert Pavlik, Dakota Wealth Management senior portfolio manager, joins ‘The Exchange’ to discuss the Fed, inflation and the markets on CNBC.

August 30, 2022
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Dakota Wealth Management to Acquire Loveless Wealth Management

July 1, 2022
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Press

Dakota Wealth Management Announces Opening of Syracuse, NY Office

June 21, 2022
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Dakota Wealth Management, Akron Ohio acquisitions in portrait on Monday, July 15, 2019 in Palm Beach Gardens, Fla. [THOMAS CORDY/]
News

Carina Diamond named Industry Advocate of the Year finalist for Institutional Investor’s RIA Intel Awards

June 2, 2022
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Peter Raimondi named CEO of the Year finalist for Institutional Investor’s RIA Intel Awards

June 2, 2022
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Carina Diamond Recognized by Forbes/SHOOK as one of its Best-In-State Wealth Advisors

May 6, 2022
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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
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CityWire: Peter Raimondi’s Dakota buys $440m Virginia RIA

February 2, 2022
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Dakota’s Robert Pavlik Appears on Yahoo Finance Live

January 6, 2022
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Press

Dakota Wealth Management Acquires Pineno Levin & Ford Asset Management

January 1, 2022
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Dakota Wealth Management, Akron Ohio acquisitions in portrait on Monday, July 15, 2019 in Palm Beach Gardens, Fla. [THOMAS CORDY/]
News

Dakota’s Carina Diamond: WealthTech’s Impact on the Future of Advice

December 17, 2021
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Dakota Wealth Management, Akron Ohio acquisitions in portrait on Monday, July 15, 2019 in Palm Beach Gardens, Fla. [THOMAS CORDY/]
News

Crain’s Cleveland names Dakota’s Carina Diamond one of its Notable Wealth Managers 2021

November 8, 2021
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Press

Dakota Wealth Management Acquires American Capital Planning

October 20, 2021
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Dakota Wealth Management’s Peter Raimondi featured in Citywire RIA magazine.

September 14, 2021
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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
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Press

Dakota Wealth Management to Acquire Persimmon Capital Management

July 1, 2021
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Dakota Wealth Management Expands Portfolio Management Team

June 29, 2021
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Press

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

June 7, 2021
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Salvation Army of Palm Beach County names William Mikus as chairman of the Advisory Board

March 28, 2021
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Carina Diamond Recognized by Forbes/SHOOK as one of America’s Top Women Wealth Advisors

March 24, 2021
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Carina Diamond Recognized by Forbes/SHOOK as one of its Best-In-State Wealth Advisors

February 7, 2021
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Carina Diamond Joins 2021 RIA Institute Advisory Board

January 1, 2021
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Dakota Wealth Management Announces Promotion of Bryan P. Keller to Chief Strategic Officer

November 3, 2020
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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
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Carina Diamond Named to Forbes Top Women Wealth Advisors 2020

April 30, 2020
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Barron’s: Secrets of Serial Wealth Management Entrepreneurs

January 30, 2020
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Carina Diamond Panelist on InvestmentNews Webcast

September 24, 2019
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Peter Raimondi and Michael Reed Present at Fidelity Conference

September 18, 2019
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Gala

August 21, 2019
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Team Celebration

August 20, 2019
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Dakota Wealth Hopes Outsider Ops Rigor Will Cement Growth Strategy

July 23, 2019
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Press

Dakota Wealth Management to Acquire Springside Partners

May 20, 2019
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Press Release: Peter Raimondi and Partners Launch Dakota Wealth Management

May 22, 2018
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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.