Partner with Us
Why Partner with Dakota
- Transition, Succession & Next Generation Positioning
- The RIA industry is aging and in serious need of succession and transition planning
- Having a formal succession plan is part of an advisor’s fiduciary duty to their clients, to ensure proper continuity of planning and care
- Developing & mentoring the next generation of investment advisors is incredibly important, and lacking in the RIA space
- Partnering with Dakota Wealth will ensure your transition and succession planning is well formulated, with a multi-generational leadership structure that will continue to provide exceptional client service for many generations to come
- Economies of Scale
- Sophisticated and Multi-Pronged Investment Strategy
- Technology enhancements
- Staff benefit package
- Transitioning Operational Responsibilities
- Strong Operational Support
- Broader and Enhanced Client Service Offerings
- National Marketing Platform, catering to specific geographies
- Leadership and Professional Growth Opportunities for both existing Executives and Next Generation
Our journey to build a highly respected world-class wealth management firm is centered on creating an exceptional culture, through inspired teams who deliver transformational wealth management services
Dakota has created a highly scalable and efficient platform utilizing best-in-industry technology and consulting services to transfer the “back office” and non-revenue generating tasks from our client-facing team members, allowing them to focus their full attention on being client advisors
Dakota is an employee and client-owned firm – no private equity or unrelated third-party shareholders
Dakota’s services include in-house investment management, estate and wealth planning, legal and tax advisory services – these services can be utilized to expand your offerings to current clients and enhance your overall service offerings
Our team focuses on two important concepts when considering a partnership: Talent and Culture
Principals who partner with Dakota have an opportunity to have a meaningful role in the management and evolution of the firm
Dakota has a formal and experienced integration team to assist with all aspects of integration. We view a successful transition and assimilation to be of critical importance
Dakota At-a-Glance
Office locations
in 11 states
Next Gen Talent:
More than 1/3 of Firm under 40
years old
In assets under
management
as of 2/1/23
Of Client-Facing
Associates are Women
Partner With Us
If you are interested in learning more about partnering or becoming part of the Dakota Wealth family, please input your contact information so our team can contact you directly.
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