The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 96 new firm profiles and 1,487 new contacts added to the platform last...

The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed acquired AUM. Unlike June, which was dominated by a single outlier deal, July's activity was more...

The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquired AUM. The month was defined by a small number of extraordinarily large deals, with the top three...

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...

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...

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...

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...

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...

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 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...