NEWS AND INSIGHTS FROM FINTRX
To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the RIA landscape for February 2022. Explore metrics such as new platform entities, alternatives used, assets under management, representative breakdown, services provided, and more.
Registered investment advisors often provide an array of financial and investment services to their clients. As you can see below, 71% of RIAs offer portfolio management for individuals and small businesses. Financial planning services and selection of other advisors followed at 58% and 26%, respectively. Additional services include portfolio management for businesses and institutions, pension consulting services, educational seminars, and several others.
Top RIA Services Provided:
FINTRX provides comprehensive data intelligence on 750,000+ 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, advisor growth signals, amongst 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.
March 16, 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.