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.