MarshBerry’s Q4 2025 Wealth Advisory M&A Market Update

INVESTMENT MANAGEMENT DEALS BLOG

February 2, 2026

 

MarshBerry published an updated Report for the Wealth Advisory Market that analyzes U.S. M&A market structure and transactions. The Report shows that for the U.S., Q4 2025 marked a new record for wealth deals in a single year, with 374 announced transactions as of December 31, 2025, 46 more deals than recorded at the end of 2024. MarshBerry expects additional announcements to be made, further widening the gap over last year.

To read the report: please click here

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.