MarshBerry published an updated Report for the Wealth Advisory Market that analyzes U.S. M&A market structure and transactions. The Report shows that Q1 2026 marked the largest Q1 deal count in the history of U.S. wealth advisory M&A, with 94 announced transactions as of March 31, 2026, a 6.8% increase over year-to-date March 2025. MarshBerry expects the full year deal count for 2026 to potentially break the 400-deal threshold.
To read the report: please click here.