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Private Wealth Research & Insights

Posts about:

RIA (9)

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 ...