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RIA+

The Art & Science of Creating an Exceptional RIA: Dakota Wealth Management

Mar 5, 2024
Discover the exceptional growth strategies of Dakota Wealth Management, with insights from the founder and leadership team. Explore their unique culture, approach to M&A opportunities, and future plans as one of the fastest growing firms in the RIA industry.
01:06:48

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Quick takeaways

  • Dakota Wealth Management's unique culture and strategic approach drove exceptional growth in the RIA industry.
  • Succession planning and talent development are key focuses for Dakota, fostering a progressive and ownership culture.

Deep dives

Dakota Wealth Management's Growth Journey

Dakota Wealth Management, led by founder Peter Ramandi, Chief Strategic Officer Brian Keller, and General Counsel Leslie Arsenal Metz, achieved significant growth within the Immigrant Partners Network by surpassing $5 billion in assets under management in just its fifth year. This rapid growth highlighted their unique culture and strategic approach, positioning Dakota as one of the fastest growing and most successful firms in the wealth management industry.

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