Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the most attention across the private wealth market. These views reflect activity within FINTRX, from building prospect lists and evaluating potential opportunities to monitoring consolidation and prioritizing outreach. By examining engagement across firms of different sizes, we can identify where users are focusing their research, which firms are generating interest, and how that attention varies across the RIA landscape.
• Rankings are based on total FINTRX profile views throughout Q3 2026
• Firm Total AUM is pulled directly from the platform and updated as of October 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.
Smaller RIAs can attract significant interest as market participants look to identify emerging firms, new entrants, and potential growth opportunities. Engagement in this tier offers a look at which firms are gaining visibility early in their development.
|
Firm |
AUM |
|---|---|
|
$21,681,537 |
|
|
$473,254 |
|
|
$3,560,000 |
|
|
$4,783,912 |
|
|
$12,832,863 |
|
|
$24,000,000 |
|
|
$19,729,421 |
|
|
$24,500,000 |
|
|
$5,043,339 |
|
|
$24,332,999 |
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 |
|
|
$51,004,370 |
|
|
$71,762,282 |
|
|
$76,178,616 |
|
|
$49,804,697 |
|
|
$48,602,968 |
|
|
$45,396,482 |
|
|
$70,000,000 |
|
|
$83,358,059 |
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 |
|---|---|
|
$417,000,000 |
|
|
$199,000,000 |
|
|
$465,000,000 |
|
|
$272,000,000 |
|
|
$433,000,000 |
|
|
$469,000,000 |
|
|
$406,000,000 |
|
|
$481,000,000 |
|
|
$291,000,000 |
|
|
$120,000,000 |
At the Large tier, profile views skew toward wirehouse and broker-dealer coverage teams tracking advisor movement and rep-level AUM.
|
Firm |
AUM |
|---|---|
|
$2,740,000,000 |
|
|
$1,420,000,000 |
|
|
$1,250,000,000 |
|
|
$2,050,000,000 |
|
|
$2,080,000,000 |
|
|
$894,000,000 |
|
|
$2,300,000,000 |
|
|
$4,980,000,000 |
|
|
$3,170,000,000 |
|
|
$2,090,000,000 |
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. From national platforms to established independent RIAs, these organizations attract attention from asset managers, business development professionals, and firms tracking consolidation across private wealth.
|
Firm |
AUM |
|---|---|
|
$819,000,000,000 |
|
|
$199,000,000,000 |
|
|
$235,000,000,000 |
|
|
$122,000,000,000 |
|
|
$34,900,000,000 |
|
|
$54,900,000,000 |
|
|
$296,000,000,000 |
|
|
$1,780,000,000,000 |
|
|
$182,000,000,000 |
|
|
$30,300,000,000 |
FINTRX profile engagement provides a window into where research activity is concentrated across the RIA and broker-dealer landscape. From emerging firms to some of the industry's largest wealth management platforms, each AUM tier represents a different set of opportunities for asset managers, business development teams, and other market participants.
While profile views do not necessarily indicate investment intent or future transactions, they offer insight into which firms are attracting attention and where users are directing their research.
With FINTRX, teams can go beyond firm-level research to evaluate assets, investment preferences, relationships, and market activity to identify and prioritize opportunities across private wealth.