Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building prospect lists, vetting firms, tracking consolidation activity, and prioritizing outreach. From emerging RIAs gaining traction to industry leading firms consistently surfacing in searches, this data shows who is being targeted across the market and where engagement is highest.
• Rankings are based on total FINTRX profile views throughout Q2 2026
• Firm Total AUM is pulled directly from the platform and updated as of July 1, 2026
• All user activity is anonymized and aggregated, with internal FINTRX usage excluded
• Profiles are ranked by total views for the quarter
Learn more about our data process here >>
Below is a breakdown of the ten most viewed firm profiles in each of FINTRX's five AUM size tiers.
The Micro tier draws heavy traffic from recruiters and M&A advisors tracking small breakaway teams and newly registered advisers before they scale.
|
Firm |
AUM |
|---|---|
|
$21,681,537 |
|
|
$3,560,000 |
|
|
$473,254 |
|
|
$4,783,912 |
|
|
$19,729,421 |
|
|
$24,332,999 |
|
|
$12,832,863 |
|
|
$24,000,000 |
|
|
$24,500,000 |
|
|
$19,361,700 |
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.
|
Firm |
AUM |
|---|---|
|
$87,346,834 |
|
|
$90,617,888 |
|
|
$85,337,478 |
|
|
$51,004,370 |
|
|
$31,778,589 |
|
|
$71,762,282 |
|
|
$76,178,616 |
|
|
$85,101,163 |
|
|
$70,000,000 |
|
|
$55,376,261 |
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.
|
Firm |
AUM |
|---|---|
|
$416,875,249 |
|
|
$272,085,555 |
|
|
$321,704,653 |
|
|
$199,373,525 |
|
|
$405,737,187 |
|
|
$489,165,569 |
|
|
$464,654,933 |
|
|
$338,130,932 |
|
|
$481,397,453 |
|
|
$469,203,918 |
At the Large tier, profile views skew toward wirehouse and broker-dealer coverage teams tracking advisor movement and rep-level AUM.
|
Firm |
AUM |
|---|---|
|
$1,420,690,494 |
|
|
$2,735,571,106 |
|
|
$1,252,366,250 |
|
|
$2,079,652,688 |
|
|
$4,764,235,121 |
|
|
$4,848,634,144 |
|
|
$629,031,199 |
|
|
$4,980,840,651 |
|
|
$2,048,522,707 |
|
|
$1,501,009,982 |
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.
|
Firm |
AUM |
|---|---|
|
$819,117,829,825 |
|
|
$198,577,009,283 |
|
|
$234,858,518,740 |
|
|
$122,186,725,110 |
|
|
$54,872,534,714 |
|
|
$34,879,400,000 |
|
|
$181,862,000,000 |
|
|
$30,268,689,798 |
|
|
$295,568,603,071 |
|
|
$1,781,568,171,479 |
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.