-

Dakota Launches The Dakota 500, an Independent Recognition of Leading Financial Advisors

BRYN MAWR, Pa.--(BUSINESS WIRE)--Dakota Marketplace today announced the launch of The Dakota 500, an annual, independent recognition of leading Financial Advisors across the United States. The Dakota 500 is informed by data and research, not sponsorships, nominations, or commercial influence.

“Dakota formalizes its long-standing insight into the advisory landscape with the launch of The Dakota 500.”

Share

For years, the Dakota team has worked closely with Financial Advisors nationwide, developing a deep understanding of how the strongest advisory practices are built, structured, and sustained. The Dakota 500 formalizes that perspective by highlighting advisors who demonstrate scale, consistency, and the fundamentals of a well-run advisory business.

“There are many exceptional advisory practices across the country that do not always appear on traditional ranking lists,” said Gui Costin, Founder and CEO of Dakota. “The Dakota 500 is designed to reflect how the advisory landscape actually looks today, using data and analysis rather than marketing submissions or paid placement.”

There is no cost, sponsorship, or paid placement associated with inclusion in The Dakota 500.

The list is informed by a combination of advisor- and firm-level data, practice structure, client composition, and long-term consistency. Dakota is collecting advisor input to help validate and contextualize the data used in the analysis. Participation does not guarantee inclusion, and final determination is made through Dakota’s independent review.

Dakota began collecting advisor input this week, with strong early participation from advisors across the country. Advisors included in The Dakota 500 will be notified ahead of the public release.

The Dakota 500 will be shared with institutional allocators, investment firms, and private wealth audiences that actively engage with the advisory community.

About Dakota Marketplace

Dakota is a financial, software, data and media company based in Philadelphia, PA. Dakota’s flagship product, Dakota Marketplace, is a database of Limited Partners (LPs), General Partners (GPs), Private Companies and Public Companies used by thousands of fundraising, deal, and investment teams worldwide to raise capital, source deals, track peers, and access comprehensive data—all in one global platform. Visit www.dakota.com.

Contacts

Rob Robertson
President
(215) 805-6573

Industry:

Dakota Marketplace

Release Versions
English

Contacts

Rob Robertson
President
(215) 805-6573

More News From Dakota Marketplace

Dakota Marketplace Launches Private Fund Performance & Benchmarking Dataset Covering 14,000+ Funds, Expanding Access to Private Markets Intelligence

PHILADELPHIA--(BUSINESS WIRE)--Dakota Marketplace, a leading provider of investment intelligence for fundraisers and deal sourcers, today announced the launch of its Private Fund Performance & Custom Benchmarking dataset, a comprehensive new resource covering 14,000+ private funds across Private Equity, Private Credit, Venture Capital, Private Real Estate, Private Infrastructure, and Private Energy. The release marks a major expansion of Dakota’s platform, offering one of the most extensive...

Dakota Announces Formation of Advisory Board to Accelerate Strategic Growth and Product Evolution

PHILADELPHIA--(BUSINESS WIRE)--Dakota, a sales intelligence platform, today announced the formation of its Advisory Board, bringing together a select group of senior distribution leaders from across the asset management industry. This board will serve as a strategic resource as Dakota continues advancing AI and adding new, differentiated data sets. The Dakota Advisory Board includes seasoned executives from institutional and intermediary distribution, each with a deep understanding of the chall...
Back to Newsroom