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…
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The archive
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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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 o…
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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, drawin…
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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 f…
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RIA M&A Market Report: Q1 2026 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, highligh…
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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 por…
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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 44…
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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 s…
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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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