Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone...

The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse...

SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For most investors, pre-IPO shares have been hard to access, and meaningful exposure has historically...

The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower than the monthly average seen in Q1 2026, the month featured several high-profile, large-scale...

Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need from their data and technology stack. In Q1 2026, FINTRX identified two distinct groups of firms...

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...