RIA & Broker-Dealer Roundup: January '26 Moves, M&A Deals & Emerging Players
In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
How Recruiting and M&A Teams Identify RIAs with FINTRX
Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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How to Track Breakaway Advisors with FINTRX (and Act Before the Assets Move)
The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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Top RIA Databases in 2026: Tools Every Distribution Team Should Know
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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5 Largest RIAs in Chicago
Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firm…
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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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2025 Most Viewed RIA Firm & Rep Profiles on FINTRX
With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement acro…
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RIA & Broker-Dealer Roundup: December '25 Moves, M&A Deals & Emerging Players
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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The RIA Industry Events & Conferences in 2026
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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From Data to Deals: How FINTRX Smart Lists & Alerts Fuel CRM-Driven Outreach
Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’…
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