PALM BEACH GARDENS, FLORIDA —March 7, 2023— Dakota Wealth Management has been recognized as a 2023 Best Places to Work for Financial Advisers as announced by InvestmentNews today.
Dakota Wealth Management was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
The name “Dakota” means friend and ally, and that’s who we consider our colleagues and clients,” said Peter Raimondi, CEO of Dakota Wealth Management. “We have intentionally built Dakota as an employee-owned, inclusive, collaborative firm for generations to come. What sets Dakota apart is that 87% of our employees are equity members in the firm. We believe having a financial stake in the success of the firm creates a unique culture ensuring exceptional service to our clients.”
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“Every year, InvestmentNews is proud to profile those who prioritize taking care of their own. We applaud this year’s Best Firms for Advisors winners for investing in their most precious resource: their people.” said Paul Curcio, executive editor of InvestmentNews.
To learn more about the InvestmentNews 2023 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.
About Dakota Wealth Management
Dakota Wealth Management is an independent investment management, wealth and estate planning, and full-service tax planning firm serving high-net-worth individuals, families, and institutions. Headquartered in Palm Beach Gardens and founded by RIA industry veteran Peter Raimondi, Dakota elevates wealth management to an art with thoughtfully designed investment portfolios and personalized wealth management services. Dakota also provides a full suite of financial planning, estate and tax services for select clients. For more information, visit www.dakotawm.com.