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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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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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FINTRX Q1 2026 Family Office Report Shows Entrepreneurs Driving Growth, Favoring Direct, Private Equity and Venture Capital Investments
BOSTON, May 12, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, t…
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RIA & Broker-Dealer Roundup: April '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private …
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RIA & Broker-Dealer Roundup: March '26 Moves, M&A Deals & Emerging Players
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private w…
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Family Office Conferences & Events: The Complete 2026 Calendar
Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead…
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RIA & Broker-Dealer Roundup: February '26 Moves, M&A Deals & Emerging Players
In the February edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX—your trusted source for AI-powered private…
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Intapp Announces Partner Forum 2026 Award Winners
PALO ALTO, Calif.-- (BUSINESS WIRE) -- Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, …
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RIA & Broker-Dealer Roundup: January '26 Moves, M&A Deals & Emerging Players
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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Top 100 RIAs by Active ETF AUM - 2026
Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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