The private wealth market, unlocked.

Oct 2026 RIAs

Breaking down producing advisor tracked by FINTRX

The Producing Advisor designation in FINTRX identifies registered reps actively managing a personal book of client assets. This proprietary designation goes beyond job titles, confirmin…

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Oct 2026 Family Office

3Q 2026 Family Office Investment Activity

The third quarter of 2026 reflected a family office investment landscape defined by two parallel dynamics: concentrated, large-scale participation in artificial intelligence and frontie…

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Oct 2026 RIAs

RIA M&A Activity Report Q3 2026

60 announced RIA-to-RIA transactions, $100.9B in acquired AUM, and six quarters of historical context, built from FINTRX proprietary transaction data.

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Aug 2026 Family Office

Family Office Report: Q2 2026 Trends & Intelligence

In the second quarter of 2026, FINTRX added 96 family offices worldwide to its platform, bringing total coverage to 4,600 single- and multi-family offices globally. The latest Family Of…

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May 2026 Family Office

Family Office Report: Q1 2026 Trends & Intelligence

In the first quarter of 2026, FINTRX added 119 family offices worldwide to its platform, which now totals 4,503 multi- and single-family offices globally. The latest Family Office Repor…

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Apr 2026 RIAs

Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence

With 7,723 active teams representing 28.5% of all FINTRX-tracked wealth teams, wirehouses continue to hold an outsized share of the private wealth landscape—but Q1 2026 data shows that …

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Apr 2026 RIAs

2026 RIA M&A Market Report: Q1 Deal Activity

With 70 transactions and ~$196.3B in disclosed acquired AUM, Q1 2026 reinforced both the scale and speed of RIA consolidation. This report, powered by FINTRX’s proprietary RIA M&A d…

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Apr 2026 RIAs

Active ETF Adoption Among RIAs Is Surging But the Market Is...

Powered by FINTRX’s proprietary ETF and holdings data, this report highlights rapid growth in allocations approaching $400 billion, a threefold expansion in strategies used, and a signi…

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Mar 2026 Family Office

2025 FINTRX Family Office Industry Report

FINTRX’s 2025 Family Office Industry Report analyzes 440+ family offices added to the FINTRX dataset, providing a data-driven view into wealth origin, asset allocation preferences, dire…

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Mar 2026 RIAs

Women in Wealth Management Report - 2026

FINTRX’s Women in Wealth Management 2026 report analyzes representation across more than 500,000 registered professionals at U.S. wealth management firms. Powered by FINTRX’s proprietar…

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Feb 2026 RIAs

Top 100 RIAs by Active ETF AUM - 2026

FINTRX ranks the 2026 Top 100 RIAs by Active ETF AUM, highlighting the advisory firms leading the adoption of actively managed ETFs. As RIAs now control nearly half of all active ETF as…

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Apr 2025 RIAs · Family Office

M&A Activity Across the Private Wealth Landscape: Q1 2025

Our latest report, M&A Activity Across the Private Wealth Landscape, highlights continued consolidation across RIAs and family offices, with 42 deals completed in Q1 2025 alone. Ind…

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Apr 2025 Family Office

FINTRX Family Office Industry Briefing Series Part 6

The sixth installment of the FINTRX Family Office Industry Briefing Series, in partnership with Charles Schwab, explores the evolving dynamics between generational and entrepreneurial s…

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Apr 2025 Family Office

2024 FINTRX Family Office Data Report

The 2024 Family Office Report, powered by FINTRX data, offers a detailed analysis of global family office trends, providing investment professionals, capital raisers, and private wealth…

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Oct 2024 Family Office · RIAs

Q3 2024 Family Office & RIA Data Report

FINTRX is excited to announce the release of the Q3 2024 Family Office & RIA Data Report. This report offers an in-depth overview of the global investment advisor and family office …

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Sep 2024 Family Office · RIAs

August 2024 FINTRX Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to ou…

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Aug 2024 Family Office · RIAs

July 2024 FINTRX Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment…

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Aug 2024 Family Office

The Asset Raising Playbook: A High-Level Guide to Raising Capital

Capital raising within the private wealth space can be a daunting challenge, with key players--such as family offices--and relevant contacts being difficult to both identify and sell in…

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Jul 2024 Family Office · RIAs

Q2 2024 FINTRX Private Wealth Data Report

We are pleased to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along with key…

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Jun 2024 RIAs

Women-Led Independent RIAs

Despite the historically male-dominated reputation of the greater financial services industry, these women-led firms continue to achieve remarkable success with their respective firms. …

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Jun 2024 Family Office · RIAs

May 2024 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment …

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Jun 2024 RIAs

Private Wealth Groups to Watch: 40 Leading Advisory Teams

In this report, we explore the remarkable achievements of private wealth advisory teams across the nation. From the Northeastern to the Western regions, each advisor shines with excelle…

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May 2024 Family Office · RIAs

April 2024 FINTRX Monthly Private Wealth Data Report

To illustrate the consistent growth of the FINTRX Family Office & RIA Database, we have compiled the Monthly Family Office & RIA Data Report for April 2024, showcasing metrics s…

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Apr 2024 Family Office

A Deep Dive into the FINTRX Family Office Dataset

This high-level analysis explores the FINTRX family office dataset, which comprises over 4,000 family offices and 23,000 family office contacts worldwide. Discover valuable insights on …

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Apr 2024 Family Office · RIAs

Q1 2024 FINTRX Private Wealth Data Report

We are pleased to release the next iteration of the quarterly FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family …

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Mar 2024 Family Office · RIAs

February 2024 FINTRX Monthly Private Wealth Data Report

To illustrate the consistent growth of the FINTRX Family Office & RIA Database, we have compiled the Monthly Family Office & RIA Data Report for February 2024, showcasing key me…

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Feb 2024 Family Office

Exploring Real Estate Investment Trends Among Family Offices

Gain access to valuable insights into the current landscape of family office real estate activity and analyze recent real estate investments. All powered by FINTRX Family Office data, t…

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Feb 2024 Family Office · RIAs

January 2024 FINTRX Monthly Private Wealth Data Report

Every month, FINTRX adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our …

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Jan 2024 Family Office · RIAs

2023 FINTRX Private Wealth Data Report

As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, a game-changing resource that delve…

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Jan 2024 Family Office · RIAs

2023 FINTRX Family Office & RIA Yearly Roundup

FINTRX is proud to present the 2023 Family Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the 2023 economic landscape and the broa…

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Dec 2023 Family Office · RIAs

November 2023 FINTRX Monthly Private Wealth Data Report

FINTRX is constantly adding and updating thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growt…

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Nov 2023 RIAs

2023 FINTRX Registered Investment Advisor Regional Analysis

In this report, we break down the RIA landscape by geographical region, with data on firm and managed asset distribution, accounts, employees, and more by both global region and U.S. re…

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Nov 2023 Family Office · RIAs

October 2023 FINTRX Monthly Private Wealth Data Report

Each month, FINTRX adds and updates thousands of family office, investment advisor, contact, tracked investment and asset datapoints to our dataset. To showcase this model of growth and…

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Oct 2023 RIAs

Analyzing Private Wealth Groups: Wirehouses & Aggregators

In a constantly evolving financial landscape that can be complex and overwhelming, private wealth groups are crucial in helping clients investment strategies and take advantage of finan…

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Oct 2023 Family Office

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that aware…

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Oct 2023 Family Office · RIAs

Q3 2023 FINTRX Private Wealth Data Report

We are pleased to release the next iteration of the quarterly FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family …

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Sep 2023 Family Office · RIAs

August 2023 FINTRX Monthly Private Wealth Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment adviso…

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Aug 2023 Family Office · RIAs

Q2 2023 FINTRX Private Wealth Data Report

As the leading private wealth intelligence data solution, FINTRX is excited to release the Q2 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the la…

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Jul 2023 RIAs

Notable Reps On the Move: The Aftermath of the First Republic Bank

The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Republic, causing billions of dollars…

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Jun 2023 Family Office · RIAs

May 2023 FINTRX Monthly Private Wealth Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment adviso…

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Jun 2023 Family Office

Recent Evolutions Across the Family Office Space

The private wealth sphere continues to evolve and expand, with family offices increasingly emerging as influential entities in the investment landscape. In this white paper, we delve in…

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Jun 2023 Family Office

10 Global Hotspots for Family Offices: Where the Wealthiest Manage Their Assets

As the number of high-net-worth individuals continues to increase globally, the demand for family offices has grown significantly. By analyzing factors such as political stability, econ…

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May 2023 Family Office · RIAs

10 Ways to Utilize FINTRX to Better Access the Family Office & Registered Investment Advisor (RIA) Ecosystem

FINTRX offers an inside look at the alternative wealth landscape and provides the tools necessary for humanized outreach with suitable investors. To showcase our myriad of data tools de…

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May 2023 Family Office

25 Women-Led Single Family Offices

We are proud to present our list of 25 single-family offices across the United States, all of which are managed and led by women. By leveraging FINTRX data, we aim to showcase the accom…

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May 2023 Family Office

Family Offices Harnessing the Power of Deep Tech Investments

As technological innovation continues to evolve, business procedures are following suit, ultimately resulting in the emergence of new tech startups at a rate faster than ever before. Co…

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May 2023 Family Office · RIAs

April 2023 FINTRX Monthly Private Wealth Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment adviso…

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May 2023 Family Office

Single Family Office FAQs

While the evolution of the family office continues to add value for high net worth families and individuals around the world, this unprecedented maturation has also added a new level of…

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May 2023 Family Office

Multi-Family Office FAQs

Multi-family offices have rapidly advanced over the past several years, essentially reforming the mechanisms and efficiency of asset management. In an effort to shed light on the family…

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May 2023 RIAs

25 Women Leading the Hedge Fund Industry in the US 2023

We are pleased to present our report on 25 of the most powerful women leading the Hedge Fund industry in the United States. Compiled using FINTRX proprietary data, our report offers a u…

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May 2023 Family Office

Navigating the Family Office Market: SFOs vs MFOs

Family offices have rapidly advanced over the past several years, both reforming the way money is managed and allocated and adding a new level of complexity to an already obscure space.…

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Apr 2023 Family Office · RIAs

Q1 2023 FINTRX Private Wealth Data Report

We are excited to release the Q1 2023 Family Office & RIA Data Report, which provides a comprehensive analysis of the latest developments in the industry as well as an overview of a…

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Mar 2023 Family Office · RIAs

February 2023 FINTRX Monthly Private Wealth Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment adviso…

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Feb 2023 Family Office · RIAs

January 2023 FINTRX Monthly Private Wealth Data Report

In an effort to shine a light on the private wealth ecosystem, we have compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment adviso…

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Feb 2023 Family Office

2023 Family Office Industry Briefing Series in Partnership with Charles Schwab

We are excited to present Part One of our second Family Office Industry Briefing Series in partnership with Charles Schwab. We invite you to explore this unique report for an in-depth l…

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May 2021 Family Office

10 Reasons Why Family Offices Make Great Investors

Family office funding is desirable thanks to its freedom from institutional mandates, long-term staying power, frequent potential for add-on fundraising and general flexibility. Underst…

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Apr 2021 Family Office

Q1 2021 FINTRX Family Office Data Report

FINTRX kicked off Q1 of 2021 by adding and updating hundreds of family office profiles and key contacts within our family office data and research platform. To shine a light on the grow…

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Dec 2020 Family Office

Five Success Patterns of Top-Performing RIAs

Amidst a global pandemic, registered investment advisors (RIAs) are continuing to gain traction as the need for truly unbiased asset management becomes increasingly popular among high n…

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Infographic

Oct 2020 Family Office

Family Office Direct Investment Patterns: How Sector Familiarity Drives Transactions

As a result of our recent research, sponsored by Charles Schwab, we've identified several variables at play when it comes to investments modern family offices often make—especially give…

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Aug 2020 Family Office

Family Office Industry Briefing Series, in Partnership with Charles Schwab

In partnership with Charles Schwab, the research contained within this report has been built with a bottom-up approach from our extensive family office dataset, as opposed to traditiona…

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Jul 2020 Family Office

Align Your Outreach with Current Family Office Investment Trends

It's true that changing demographics, technological shifts, and volatility in the market have all impacted family offices. Through our extensive research, we've revealed 4 notable trend…

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Jun 2020 Family Office

Targeting Family Offices: A Consultative Prospecting Methodology

The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by mode…

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May 2020 Family Office

How to Utilize Industry Intelligence for Outreach Excellence

Our guide to How to Utilize Industry Intelligence for Outreach Excellence is packed with information on why capital raisers should be targeting family offices, how to leverage data to r…

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Brief

Apr 2020 Family Office

Uncovering Commonalities to Drive Better Family Office Outreach

Today's technological advances make finding commonalities in your family office network easier than ever before. Comprehensive family office data and research platforms such as FINTRX m…

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Mar 2020 Family Office

The Rise of Family Offices: A Landscape Breakdown

Over the past 50 years, the number of Family Offices across the globe has risen substantially, becoming the preferred vehicle for the ultra-wealthy to direct their net worth. Discover t…

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Mar 2020 Family Office

Family Offices Continue to Get Younger & Trend Toward Impact Investing

Though the concept of impact investing is in no way a new idea, the drastic increase of younger investors inheriting enormous quantities of wealth has catalyzed the demand for environme…

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Mar 2020 Family Office

5 Effective Ways to Tackle the Family Office Market

Uncover specific to-dos and effective action items in these five areas to increase investor engagement for every pitch. Download our guide to understand the landscape inside and out, fi…

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