The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026

The Micro tier draws heavy traffic from recruiters and M&A advisors tracking small breakaway teams and newly registered advisers before they scale.

Small ($25M - $100M) Firms

This band is where distribution teams start paying closer attention. Firms here are past the startup phase but small enough to still be nimble on manager selection.

Mid-Size ($100M - $500M) Firms

Mid-size firms are the sweet spot for asset raising outreach: established enough to allocate meaningfully, small enough to still be reachable without layers of gatekeepers.

Large ($500M - $5B) Firms

At the Large tier, profile views skew toward wirehouse and broker-dealer coverage teams tracking advisor movement and rep-level AUM.

Jumbo ($5B+) Firms

The Jumbo tier is dominated by the household names of the wealth management industry, and it shows in the view counts. These are the firms every asset manager, ETF issuer, and recruiter wants full visibility into.

The Takeaway

Attention scales with AUM tier, but every band saw real, sustained engagement rather than a handful of outlier firms, which tracks with FINTRX's three core use cases: asset raisers scanning micro and small firms for LP potential, distribution teams tracking mid-size and large firms for coverage planning, and business development professionals watching movement across the full spectrum for recruiting and M&A signals. The Jumbo tier also tells a distinct story this quarter, with breakaway and hybrid platforms like &Partners, Sanctuary, and Hightower drawing heavy attention as they continue recruiting advisor teams away from the wirehouses.

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