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RIA ADVISORY GROUP, LLC

DES MOINES, IA · CRD 152566 · IAPD ↗ · dakotaadvisoryteam.com · (515) 965-8588

$568.4MRegulatory AUM
25Advisory reps
25Employees
0Clients
0Planning clients
0Private funds
17States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
July 2026 — RIA ADVISORY GROUP, LLC changed its website from riaadvisorygroup.com to dakotaadvisoryteam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
July 2026 — RIA ADVISORY GROUP, LLC notice-filed in IN, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — RIA ADVISORY GROUP, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — RIA ADVISORY GROUP, LLC crossed $500M in regulatory AUM ($456.5M -> $568.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2026 — RIA ADVISORY GROUP, LLC notice-filed in KS, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — RIA ADVISORY GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2025 — RIA ADVISORY GROUP, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
August 2024 — RIA ADVISORY GROUP, LLC changed its website from dakotaadvisoryteam.com to riaadvisorygroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
May 2024 — RIA ADVISORY GROUP, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
April 2024 — RIA ADVISORY GROUP, LLC changed its website from riaadvisorygroup.com to dakotaadvisoryteam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.