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...

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 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,...

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...

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...

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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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...

The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and better serve an evolving client base. Backed by FINTRX data, our latest report—M&A Activity Across...

It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this edition, we take a closer look at the evolving dynamics between generational and...