Independent RIAs continue to grow in size and influence across the U.S., with many firms now managing tens or even hundreds of billions in client assets. This state-by-state list highlights the largest independent registered investment advisor in...
Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors often come with long timelines, heavy process requirements, and a strong preference for established...
BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its inaugural quarterly Family Office Report, with trends and intelligence...
The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 119 new firm profiles and 1,904 new contacts added to the platform last...
In the latest 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 wealth team moves, M&A deals, and new firm...
Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting fast. The Q1 2026 FINTRX Wirehouse Wealth Teams Report analyzes 7,723 verified wealth teams across...
The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highlighting continued appetite for acquisitions across private wealth from advisors building out their...
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, and new decision-makers emerge. For teams targeting Registered Investment Advisors, those moments...
Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building...
If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled call, a conference sit-down, or a brief introduction at an industry event, the window is...
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