Top RIA Databases in 2026: Tools Every Distribution Team Should Know
Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firm…
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Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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2025 marked a defining chapter in FINTRX’s evolution. Over the past year, we didn’t just ship incremental enhancements—we fundamentally advanced the p…
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With thousands of wealth professionals using FINTRX to research Registered Investment Advisors (RIAs) and individual advisor profiles, engagement acro…
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In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’…
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If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re…
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