Fidelity Investments LLC (“Fidelity”) has published a transaction research report for RIA M&A activity for the first half of 2025. The reports states that 132 transactions were recorded totaling $182.7 billion in assets, cementing the first half of 2025 as the strongest activity start to a year since Fidelity began tracking M&A activity in 2015. The report also provides that, Q2 revealed 61 transactions totaling $88.0 billion in purchased assets, including April 2025 being the strongest April month Fidelity has recorded for deal volume with 26 transactions. This follows the strongest January and March months Fidelity has recorded with 36 and 23 transactions, respectively.
To read the report: please click here.