Fidelity Wealth Management M&A Transaction Report – January 2024


March 4, 2024

Fidelity Institutional published its Wealth Management M&A Transaction Report for the month of January. The report analyzes M&A activity among independent broker dealers and registered investment advisors. The report shows 22 RIA M&A transactions for the month, which is an increase of 10 percent from December 2023. Deals were down slightly year-over-year, with two fewer deals recorded last month compared with January 2023. However, the $31 billion in assets purchased last month was a 35 percent increase from the same period last year.

To download and read the report: please click here.

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