<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Private Wealth Research & Insights

Posts about:

Industry News

The Complete List of Fastest Growing RIAs in Every State - 2025

Citywire RIA has unveiled its 2025 50 Growers Across America report, spotlighting the fastest-growing RIAs across the U.S., and FINTRX is proud to be the exclusive data provider for this year's edition, taking over from Discovery Data. This year's...

FINTRX Powers Citywire’s 2025 50 Growers Across America Report

FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-growing independent Registered Investment Advisor (RIA) firms across the United States. This...

RIA & Broker-Dealer Roundup: July '25 Moves, M&A Deals & Emerging Players

In the July edition of the RIA & Broker-Dealer Roundup, FINTRX - your trusted source for private wealth data intelligence - details the most notable advisor and team moves, M&A deals, and new firm launches throughout the month.

Family Office Deal Activity Slows Despite Surge in AI Investments: According to CNBC & FINTRX Data

On yesterday's episode of Squawk Box, CNBC's Inside Wealth Editor Robert Frank spotlighted FINTRX family office intelligence to reveal a notable shift in how the ultra-wealthy are deploying capital. While overall direct investments by...

Top 5 Largest Family Office Direct Deals of June 2025

Family offices continued to make waves in the private markets this June, driving capital into marquee sports franchises, defense innovation, climate tech, and fintech unicorns. With valuations soaring and check sizes escalating, these...

RIA & Broker-Dealer Roundup: June '25 Moves, M&A Deals & Emerging Players

The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that continue to reshape the industry. In this edition of...

RIA & Broker-Dealer Roundup: May '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer space remains highly active, with major team moves, strategic acquisitions, and firm launches reshaping the competitive landscape. In this edition of our RIA & Broker-Dealer Roundup, FINTRX, your source for private wealth...

5 Largest Family Office Direct Deals of May 2025

As family offices continue to expand their presence in direct private market deals, May 2025 brought a wave of high-profile investments across frontier industries—from AI-powered drones and DNA data storage to humanoid robotics. Leveraging 

RIA & Broker-Dealer Roundup: April '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer landscape remains highly dynamic, with major team moves, strategic acquisitions, and new firm launches continuing to reshape the competitive terrain. In this edition of our RIA & Broker-Dealer Roundup, FINTRX—the leading...

RIA & Broker-Dealer Roundup: March '25 Moves, M&A Deals & Emerging Players

The RIA and broker-dealer landscape continues to evolve rapidly, with key moves, mergers, and market entrants reshaping the industry each month. In this March 2025 edition of our RIA & Broker Dealer Roundup series, FINTRX—the leading provider of...