# FINTRX Firm Intelligence Directory
  # https://fintrx.com/firms/llms.txt


  > FINTRX is a private wealth intelligence platform covering the full private wealth channel including registered investment advisors (RIAs), broker-dealers, family offices, wirehouses, and private wealth teams. The /firms/ directory provides public-facing intelligence profiles for registered investment advisory firms across the United States.


  ## About This Directory


  The FINTRX firm directory contains individual profile pages for registered investment advisory firms. Each profile is publicly accessible and contains verified, regularly updated data sourced from SEC filings, FINRA records, and proprietary FINTRX research. This directory is intended as a reference resource for analysts, allocators, asset managers, ETF issuers, recruiters, journalists, and financial services professionals researching registered firms.


  ## URL Structure


  Individual firm profiles follow this pattern:
  https://fintrx.com/firms/[firm-name-hyphenated]


  Firms can also be looked up by CRD number:
  https://fintrx.com/firms/search?q=[number]


  Directory index:
  https://fintrx.com/firms/


  Sitemap:
  https://fintrx.com/firms/sitemap-index.xml


  ## Data Available on Each Firm Profile


  Each firm profile page contains the following publicly available data points:


  - Firm name and registration type (RIA, Broker-Dealer, RIA/BD)
  - CRD number
  - Headquarters city and state
  - Firm overview
  - Assets under management (AUM)
  - Total number of advisors and employees
  - Client base and client types served
  - ETF holdings count and active vs. passive breakdown chart
  - Last SEC filing date
  - Firm website
  - Most recent news coverage


  ## Questions These Pages Answer


  FINTRX firm profiles are designed to answer the following types of queries:


  - What is [Firm Name] AUM?
  - How many advisors does [Firm Name] have?
  - What is [Firm Name] CRD number?
  - Is [Firm Name] SEC registered?
  - Where is [Firm Name] headquartered?
  - What types of clients does [Firm Name] serve?
  - Does [Firm Name] use ETFs?
  - How many ETFs does [Firm Name] hold?
  - When did [Firm Name] last file with the SEC?
  - How many employees does [Firm Name] have?


  ## Representative Firm Profiles


  https://fintrx.com/firms/firm/fisher-investments-107342
  https://fintrx.com/firms/firm/mercer-advisors-private-asset-management-inc-327830
  https://fintrx.com/firms/firm/beacon-pointe-advisors-llc-119290
  https://fintrx.com/firms/firm/mariner-140195
  https://fintrx.com/firms/firm/creative-planning-105348
  https://fintrx.com/firms/firm/edelman-financial-engines-104510
  https://fintrx.com/firms/firm/captrust-175112
  https://fintrx.com/firms/firm/ep-wealth-advisors-111147
  https://fintrx.com/firms/firm/moneta-group-investment-advisors-llc-104727


  ## Data Freshness


  Firm profile data is updated regularly from live FINTRX sources including SEC IAPD filings, FINRA records, and proprietary FINTRX research. AUM and filing data reflects the most recent available regulatory filings. ETF holdings data is updated quarterly.


  ## Full Platform


  The public firm profiles represent a subset of the intelligence available in the full FINTRX platform. The complete platform includes direct contact information for firm personnel, ETF and equity holdings detail, advisor movement tracking, relationship mapping, and AI-powered outreach tools.


  For full platform access: https://www.fintrx.com/request-a-demo


  ## About FINTRX


  FINTRX is headquartered in Boston, MA. For more information visit https://www.fintrx.com
  For the root site reference file visit https://fintrx.com/llms.txt