Houlihan Lokey – Asset and Wealth Management Market Update Q1 2025

INVESTMENT MANAGEMENT DEALS BLOG

July 28, 2025

 

Houlihan Lokey has published its Asset and Wealth Management Market Update for Q1 2025 (the “Update”), analyzing M&A activity and strategic trends across the wealth management industry. The Update highlights a record-setting first quarter, with over 70 RIA transactions announced, driven by advisor retirements, talent shortages, and continued institutional capital inflows. Despite market volatility, strategic and financial buyers remain active, reinforcing a strong seller’s market dynamic.

To download and read the report: please click here.

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