What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong
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, mean…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA M&A Market Report: May 2026
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reac…
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5 Ways to Use FINTRX to Target Rapidly Growing RIAs
AUM size is a starting point. Growth trajectory is a signal. If you're a fund manager, ETF issuer, or financial services firm trying to identify which…
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What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors
When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's…
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SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In
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 …
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RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX--your trusted source for AI-powered private wealt…
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RIA M&A Market Report: April 2026
The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower tha…
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Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026
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…
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The Largest Independent RIAs by AUM in Every State - 2026
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 asse…
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Looking to Raise Capital? 5 Reasons Family Offices Make Great Investors
Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors o…
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