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Private Wealth Research & Insights

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Reports (6)

Q1 2022 Registered Investment Advisor (RIA) Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - Family Office and RIA Database provider - has compiled the Q1 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

Registered Investment Advisor (RIA) Industry Spotlight

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the RIA Industry Spotlight to highlight five top investment advisor firms based on assets under management, employee...

Monthly Registered Investment Advisor (RIA) Data Report: February 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the RIA landscape for ...

Monthly Family Office Data Report: February 2022

Each month, the FINTRX family office and registered investment advisor platform adds and updates hundreds of family offices, key family office contacts, and tracked investments to our private wealth dataset. To showcase this model of growth, we have...

RIA Monthly Data Report: January 2022

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider - has compiled the RIA Monthly Data Report to provide a high-level synopsis of the RIAs landscape for January 2022. Explore...

FINTRX 2021 Family Office Data Report

Over the course of 2021, family offices underwent continued growth and expansion, as did the FINTRX family office data and research platform. From January to December, the FINTRX data set grew to include 3,100+ unique family offices, over 17,400+...

Q4 2021 RIA Data Report

To shine a light on the Registered Investment Advisor (RIA) landscape, FINTRX - family office and RIA database provider has compiled the Q4 2021 RIA Data Report to provide a high-level synopsis of registered investment advisors (RIAs) for Q4 of 2021.

2022 RIA Data Capital Allocator Report

To shine a light on the Registered Investment Advisor (RIA) landscape, the FINTRX family office and RIA database provider has compiled the 2022 RIA Capital Allocator Report to showcase some of the latest data trends and developments that have taken...

FINTRX Monthly Family Office Data Report: November 2021

Each month, the FINTRX family office data and research team adds and updates hundreds of family offices, key family office contacts, and tracked investments to our rapidly growing family office dataset. To showcase this model of growth, we have...

FINTRX RIA Geographical Breakdown

With an estimated 35,000+ entities and 405,000+ contacts in operation today, registered investment advisors (RIAs) continue to experience growth in nearly every metric - from a record number of firms and employees to client demand and increased...