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Private Wealth Research & Insights

How Recruiting and M&A Teams Identify Movable RIAs with FINTRX

Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or transition. Traditional sourcing—conference chatter, referrals, and static lists—often...

5 Family Offices Investing in E-Commerce Companies

E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, real assets, and operating businesses tied to long-term family expertise. When family offices do...

How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)

The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year, hundreds of advisors leave firms like Morgan Stanley, Merrill Lynch, UBS, and Wells...

Top RIA Databases in 2026: Tools Every Distribution Team Should Know

Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting...

5 Largest RIAs in Chicago

Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firms in the country. From multi-billion dollar platforms to nationally scaled advisory networks,...

5 Family Offices Backing Investment Management & RIA Businesses

Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-term, operating-oriented strategies. These investments span asset managers, Registered Investment...

Top 100 RIAs by Active ETF AUM - 2026

Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by Active ETF AUM ranks the independent registered investment advisory firms with the largest...

FINTRX 2025 Product & Data Year in Review

2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the platform into an AI-driven private wealth intelligence engine. From unprecedented breakthroughs in...

2025 Most Viewed RIA Firm & Rep Profiles on FINTRX

With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement across the platform offers a clear view into where attention concentrated in 2025. Below are...

RIA & Broker-Dealer Roundup: December '25 Moves, M&A Deals & Emerging Players

In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...