MarshBerry published an update for the Wealth Advisory M&A Market analyzing wealth management M&A market structure and transactions through October 2025. The update shows that 34 transactions in October 2025 bring the year-to-date total to 315 announced deals, indicating a 13.7% increase over the same period in 2024. The update included that private capital-backed buyers were responsible for 74.0% of transactions through October 2025, marking an increase from 2024 year-end, where the percentage was 71.7%. MarshBerry expects 2025 to conclude as another record-setting year for wealth management M&A activity.
To read the report: please click here.