Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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RIA M&A

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Financial Services
PE Accelerates RIA Takeover: What’s Driving the Frenzy?
PE is piling into the space because of its recurring fee-based revenue and explosive growth trajectory.
May 13, 2025
consolidation
Financial Services
New Players Target Untapped Niche in the RIA Sector: Minority Stakes
A new breed of investors is stepping in to fuel RIA growth for advisors looking to build rather than retire.
October 10, 2024
RIAs
Financial Services
PE Buyers are Dominating the RIA Market
Better valuations and ease of integration make mid-sized deals a sweet spot.
August 22, 2024
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Financial Services
RIA Creative Planning Continues Expansion Despite Challenging Macro Trend
Younger consumers are shunning professional advice while AI looms on the horizon to challenge the value of human advice.
October 10, 2023

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