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Family Office Research & Insights

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RIA

RIA Industry Spotlight: 5 Top Firms in the Northeast

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 RIA firms in the Northeast based on assets under management,...

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

FINTRX - the leading family office and RIA database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the RIA landscape for April 2022. Explore metrics such as registered entities...

RIA Industry Spotlight: Top Firms in Boston

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 three top registered investment advisor firms in Boston based on assets...

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...

RIA Industry Spotlight: Top Firms in New York

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 three top investment advisor firms in New York based on assets under...

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 ...

FINTRX Helps Startups, Fund Managers, & Investment Bankers Leverage Private Wealth Data to Close More Deals

Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that...

5 Private Wealth Groups Investing in Digital Currencies

As the leading family office and registered investment advisor (RIA) database provider, we continue to see private wealth vehicles accumulate the assets and skills necessary to allocate capital directly into the alternative wealth landscape. Family...

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...

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.

FINTRX Launches Registered Investment Advisor Data Offering, Further Expanding Its Private Wealth Data Intelligence Platform

the industry leader in private wealth and family office data intelligence, today announced the release of its Registered Investment Advisor (RIA) Data Module. This addition to FINTRX’s rapidly expanding suite of...

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 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...

3 Largest Registered Investment Advisors (RIAs) in South Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...

3 Largest Registered Investment Advisors (RIAs) in New Mexico

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores...

3 Largest Registered Investment Advisors (RIAs) in Delaware

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA landscape, FINTRX explores ...

3 Largest Registered Investment Advisors (RIAs) in Louisiana

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in North Dakota

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Alaska

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Maine

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Kentucky

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Arizona

Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three...

3 Largest Registered Investment Advisors (RIAs) in Vermont

Registered investment advisors (RIAs) are perhaps best positioned to serve high-net-worth families seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest...

Registered Investment Advisor Snapshot: June 2021

The registered investment advisor (RIA) market has experienced significant expansion over the last few years, with an estimated 35,000+ entities and 405,000+ contacts in operation today. RIAs continue to experience growth in nearly every metric,...

3 Largest Registered Investment Advisors (RIAs) in Georgia

Because of their self-governing nature, fiduciary value, and seasoned financial expertise, registered investment advisors (RIAs) are in a prominent position to serve high-net-worth families seeking an alignment of interests between the firm and...

3 Largest Registered Investment Advisors (RIAs) in South Carolina

Registered investment advisors continue to experience growth in every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...

3 Largest Registered Investment Advisors (RIAs) in North Carolina

Registered investment advisors continue to experience growth in nearly every metric, with a record number of firms, employment, client demand, and increased assets under management, according to recent reports. To shine a light on the growing RIA...

3 Largest Registered Investment Advisors (RIAs) in Colorado

Largely fueled by mergers and acquisitions, the size of registered investment advisors (RIAs), as measured by assets under management, has grown significantly. As of December 31, 2020, there were 749 RIAs with $1B+ in AUM, up 17% from 2019. Today,...

5 Largest Registered Investment Advisors (RIAs) in New Hampshire

Registered investment advisors have gained momentum in nearly every metric - from industry size and assets under management to quality jobs created. High-net-worth families and individuals continue turning to RIAs for their self-governing nature,...

3 Largest Registered Investment Advisors (RIAs) in Hawaii

Businesses and high-net-worth individuals are turning to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. To shine a light on the RIA space, FINTRX explores three of the largest registered investment...

3 Largest Registered Investment Advisors (RIAs) in Ohio

With an estimated 35,000+ entities and 405,000+ contacts in operation today, the registered investment advisor (RIA) landscape continues to experience growth in just about every metric. High-net-worth families and individuals are turning to RIAs for...

5 Largest Registered Investment Advisors (RIAs) in Rhode Island

Registered investment advisors are seeing record-breaking growth in the number of firms and assets under management, ultimately underscoring our significant value to investors, the economy, and private capital markets. With lingering uncertainty in...

3 Largest Registered Investment Advisors (RIAs) in Michigan

Businesses and high-net-worth families and individuals continue to turn to RIAs for their self-governing nature, fiduciary value, and sophisticated financial expertise. In an effort to shine a light on the RIA landscape, FINTRX explores three of the...

3 Largest Registered Investment Advisors (RIAs) in Oregon

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With uncertainty in the markets,...

3 Largest Registered Investment Advisors (RIAs) in Washington

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in Virginia

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in New Jersey

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in Pennsylvania

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in Illinois

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in Texas

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With growing uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in Nevada

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

5 Largest Registered Investment Advisors (RIAs) in Connecticut

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

3 Largest Registered Investment Advisors (RIAs) in New York

The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality - and registered investment advisors (RIAs) are at the center of this trend. With exceeding uncertainty in the markets...

5 Largest Registered Investment Advisors (RIAs) in Massachusetts

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the...

3 Florida-based RIAs with 3B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for new opportunities to better serve their clientele. While the markets continue to face risks stemming from the...

5 Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain attraction as the need for truly unbiased asset management becomes increasingly popular among high net-worth individuals. By restructuring internal...

3 Notable RIA Mergers

Despite unwavering volatility in the markets, the speed of consolidations in the registered investment advisor (RIA) space continues to hit record-highs, putting the industry on track for its seventh-straight record-setting year, according to...

5 California-based RIAs with 100B+ in AUM

As the need for truly unbiased asset management becomes increasingly popular, registered investment advisors (RIAs) are looking for innovative ways to best serve their clientele. With markets facing longer-term volatility, this is an opportune time...

10 Largest RIAs by Number of Registered Investment Advisors

In a time of unprecedented challenges, many organizations and investors are looking for new opportunities in all directions. Despite volatility in the markets, registered investment advisers continue to push forward. In an effort to shine light on...

Registered Investment Adviser (RIA) Market Growth 2015-2019

The registered investment adviser (RIA) channel has experienced healthy growth over the past several years. Relative to family offices, RIAs share many of the same characteristics that make them an attractive wealth management option. With the...

The Registered Investment Adviser (RIA): What You Need To Know

With the markets facing longer-term volatility, savvy wealth entities such as registered investment advisers (RIAs) are seeing this as an opportune time to demonstrate their deeper worth and ability to maintain sustainable economic growth. In an...

Registered Investment Advisers (RIAs): Breakdown of Top 5 States

As unpredictability and turbidity continue to be main driving forces in the markets, the registered investment adviser (RIA) model continues to charge ahead, with numbers showing a steady increase over the past decade or so. As a leading family...

Exploring the Registered Investment Adviser (RIA) Channel

The effects of the coronavirus on the global economy continues to reaffirm the importance of strategic planning, operability, client satisfaction and professional development as firms rethink  daily work procedures. By focusing on rebuilding and...