ECHELON RIA M&A DEAL REPORT – 2024

INVESTMENT MANAGEMENT DEALS BLOG

February 14, 2025

ECHELON Partners LLC published an RIA M&A Deal Report for the year of 2024 (the “Report”), analyzing M&A activity among Registered Investment Advisors. The Report shows that wealth management M&A activity increased by 14% from 2023. 2024 was the most active year of wealth management M&A in industry history. Additionally, the Report states that the average size of deals decreased by 14.4% from 2023.

To download and read the report: please click here.

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