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Private Wealth Research & Insights

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Industry Trends

ESG & Impact Investing Across the Private Wealth Channel

ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some...

The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs...

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building...

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, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone...

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 reached approximately $44.7 billion, driven largely by a single standout deal: the acquisition of Leafhouse...

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 most investors, pre-IPO shares have been hard to access, and meaningful exposure has historically...

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 than the monthly average seen in Q1 2026, the month featured several high-profile, large-scale...

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 from their data and technology stack. In Q1 2026, FINTRX identified two distinct groups of firms...

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 often come with long timelines, heavy process requirements, and a strong preference for established...

Family Office Report: Q1 2026 Trends & Intelligence

The FINTRX Q1 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 119 new firm profiles and 1,904 new contacts added to the platform last...