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Private Wealth Research & Insights

Posts about:

RIA (8)

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

FINTRX - Family Office & RIA Database provider - has compiled the Monthly Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment advisory landscape for August 2022. Explore newly added registered entities...

RIA Industry Spotlight: 3 Women-Owned Firms with 400M+ in AUM

FINTRX - family office & RIA database provider has compiled the RIA Industry Spotlight to highlight different groups in the registered investment advisor (RIA) arena. Here, we outline one of the fastest growing types of firms in the wealth...

Q2 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 Q2 2022 Registered Investment Advisor (RIA) Data Report to provide a high-level synopsis of the investment...

5 RIAs Active in ESG Investments

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 RIA firms actively making ESG (Environmental, Social, and Governance)...

Monthly Registered Investment Advisor (RIA) Data Report: May 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 May 2022. Explore metrics such as registered entities...

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 & RIA Database provider has compiled the RIA Industry Spotlight to highlight three top registered investment advisor firms in Boston based on assets under...

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...