ECHELON Partners LLC (“ECHELON”) published a report for RIA and wealth management M&A Deals for Q2 of 2025 (the “Report”), analyzing M&A activity among Registered Investment Advisors in the wealth management industry. The Report shows that there were 102 total wealth management M&A deals announced in Q2 25, marking the most active second quarter on record and the third-most active quarter overall. Strategic acquirers accounted for 87.3% of the deals, with 67.4% of those backed by private equity firms. The Report highlights that 2025 is on pace to reach 380 total transactions, which would surpass the previous record of 341 set in 2022.
To read the article: please click here.