NEWS AND INSIGHTS FROM FINTRX
FINTRX - Family Office & Registered Investment Advisor (RIA) Database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the investment advisory landscape for November 2022. Explore newly added registered entities and contacts, alternatives used, assets under management, RIA services provided and more...
The chart below illustrates the client breakdown of firms added to our RIA dataset in November. As outlined, 75% of firms offer services to institutional clients while 30% offer services to individuals and families.
Registered investment advisors often provide an array of financial and investment services to their clients. A majority of new investment advisory firms added to our dataset in November offer portfolio management for individuals and small businesses as well as financial planning services. Additional services provided include the selection of other advisors, portfolio management for businesses and institutions, portfolio management for pooled investment vehicles, pension consulting services and educational seminars, among others. RIA 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 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more.
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December 07, 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.