ECHELON Partners LLC published an RIA M&A Deal Report for the year of 2023 (the “Report”), analyzing M&A activity among Registered Investment Advisors. The Report shows that wealth management M&A activity remained elevated, with a modest decline from 2022’s record total. 2022 remains the year with the highest deal volume in the last decade. Additionally, the Report states that the average size of deals increased, with minority investments becoming more popular with buyers.
To download and read the report: please click here.