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..

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..

Raising capital is one of the hardest parts of building a fund or growing a business. Institutional LPs, venture arms, and large strategic investors often come with long timelines, heavy process requirements, and a strong preference for established..