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Private Wealth Research & Insights

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Reports

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 assets. This state-by-state list highlights the largest independent registered investment advisor in...

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...

Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence

Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting fast. The Q1 2026 FINTRX Wirehouse Wealth Teams Report analyzes 7,723 verified wealth teams across...

2026 RIA M&A Market Report: Q1 Deal Activity Starts the Year Strong

The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highlighting continued appetite for acquisitions across private wealth from advisors building out their...

Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate

Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,...

2025 FINTRX Family Office Industry Report

Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 440+ family offices added to the FINTRX platform over the past year, offering a data-backed view...

Women in Wealth Management - 2026

Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data spanning more than 500,000 registered professionals across U.S. wealth management firms, this report...

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 Active ETF AUM ranks the independent registered investment advisory firms with the largest...

ETF Trends Among the Fastest-Growing RIAs in America

Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the District of Columbia. FINTRX is proud to be the exclusive data provider for this year’s report.

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