ECHELON RIA M&A Deal Report – Q1 2023


April 24, 2023

ECHELON Partners LLC published the RIA M&A Deal Report for the first quarter of 2023 (the “Report”), analyzing M&A activity among Registered Investment Advisors. The Report shows an increase in wealth management mergers and acquisitions as compared to the fourth quarter of 2022. This is the first increase in deal volume per quarter since the first quarter of 2021. In addition to increased deal volume, the size of transactions has also increased.

To download and read the report: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.