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RIA & Broker-Dealer Roundup: May '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details some of the most notable advisor team movements, M&A deals, and new firm..
Client Case Studies
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
RIA M&A Market Report: April 2026
The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower than the monthly average seen in Q1 2026, the month featured several high-profile, large-scale..
Independent RIAs that Surpassed $500M and $1B in AUM in Q1 2026
Every quarter, a fresh cohort of independent RIAs quietly crosses a threshold that changes how they operate, who they compete with, and what they need from their data and technology stack. In Q1 2026, FINTRX identified two distinct groups of firms..
The Largest Independent RIAs by AUM in Every State - 2026
Independent RIAs continue to grow in size and influence across the U.S., with many firms now managing tens or even hundreds of billions in client assets. This state-by-state list highlights the largest independent registered investment advisor in..


