NEWS AND INSIGHTS FROM FINTRX
FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities and contacts, alternatives used, assets under management, services provided and more...
Of the 6,300 representatives added to our dataset in August, 86% are registered as Broker-Dealers, 6% as Owner-Only Contacts, 6% as Investment Advisors and 2% as Dually Registered.
Registered investment advisors often provide an array of financial and investment services to their clients. As you can see, 50% of RIAs offer portfolio management for individuals and small businesses. Financial planning services followed at 43%. Additional services include the selection of other advisors, portfolio management for businesses and institutions, pension consulting services, educational seminars, and several others.
Registered investment advisor firms can and often have more than one service offered.
RIA Services Provided:
It's important to note that each registered firm can and often utilize more than one alternative investment.
FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access, and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest and advisor growth signals, among other key data points.
Additionally, FINTRX provides insight and expansive contact information on key decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more.
For additional details and a live walkthrough, request a demo below.
September 09, 2022
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.