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Dakota Wealth Management

Palm Beach Gardens, Florida

Website:

https://www.dakotawm.com/

297987

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Palm Beach Gardens, Florida

Website:

https://www.dakotawm.com/

Leadership Interview

Company Details

Approximate AUM

$6,122,960,000

Fee model

Fee Only Strict

Number of employees

Custodians

Fidelity

Pershing

Schwab

Description

Dakota Wealth Management is an independent investment management firm dedicated to serving high-net-worth individuals and families. Founded by industry veteran Peter Raimondi, Dakota is redefining the standard for wealth management. The name “Dakota” signifies friend and ally, reflecting the firm’s commitment to understanding clients’ families, lifestyles, goals, and long-term aspirations. In an era where the financial industry often relies on passive strategies and computer-generated models, Dakota’s team of experienced investment managers and advisors provides personalized guidance. By combining expertise, sound judgment, and a thoughtful approach, the firm customizes every aspect of financial planning and portfolio management to support clients’ multi-generational success.

Locations

7275 Glen Forest Dr Ste 206 Richmond VA 23226

5010 Ritter Rd Ste 112 Mechanicsburg PA 17055

432 N Franklin St Ste 80 Syracuse NY 13204

423 Main St S Ste E1 Stillwater MN 55082

300 Washington St Ste 413 Brighton MA 2135

400 Commonwealth Ave Boston MA 2215

275 Springside Dr Ste 250 Akron OH 44333

2615 Saint Johns Ave Ste A Billings MT 59102

275 Springside Dr Akron OH 44333

272 Chauncy St Ste 5 Mansfield MA 2048

2454 8th Ave S Ste 200 Sartell MN 56377

222 Rosewood Dr Danvers MA 1923

2400 E Commercial Blvd Ste 211 Fort Lauderdale FL 33308

222 Rosewood Dr Ste 350 Danvers MA 1923

1777 Sentry Pkwy W Ste 102 Blue Bell PA 19422

147 Middle St Portsmouth NH 3801

11376 N Jog Rd Ste 101 Palm Beach Gardens FL 33418

1 Gateway Ctr Ste 413 Newton MA 2458

10300 Eaton Pl Ste 440 Fairfax VA 22030

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Tax Preparation

Recent News

Dakota Wealth Management expands AUM to $4.9B with new acquisition

Dakota Wealth Management is to acquire a Minnesota RIA managing $400 million, marking a new milestone in the growing businesses’ footprint.

Deal advocacy: Redefining M&A in wealth management with Alaris Acquisitions

USING A financial auction to find the highest bidder for your wealth management firm is easy. What’s tougher, and arguably more economically beneficial in the long run, is ensuring a cultural fit. Yet, many advisors in wealth management transactions prioritize securing the highest financial offer for sellers, rather than aligning them with the right partners.

Dakota Wealth Management Acquires Ledge Wealth Management, Inc.

Dakota Wealth Management, an independent investment management firm serving high net worth individuals and families, has entered into an agreement to acquire Ledge Wealth Management, Inc., a registered investment advisory firm managing approximately $400 million in Sartell, MN. The firm advises on an additional $200 million in assets through its robust 401(k) advisory services business.

Dakota Acquires $350M Massachusetts RIA

The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.

Dakota Wealth Management Acquires JMG Wealth Management Group

Strategic acquisition adds second office in Pennsylvania and first in South Carolina; AUM nears $4 billion mark

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

The serial RIA minority investor is now backing Dakota Wealth Management.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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N/a

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Show your interest

Ready to show your interest to the buyer?

Qualified / Non Qualified Plans

Tax Preparation

Dakota Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Dakota Wealth Management's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Dakota Wealth Management

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Dakota Wealth Management's Ideal Partner

Company Videos

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