MarshBerry’s Report Q3 2025 Wealth Advisory M&A Market Update

INVESTMENT MANAGEMENT DEALS BLOG

 

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., Q3 2025 marked a 20% increase in announced wealth advisory M&A transactions over year-to-date September 2024, with 281 announced transactions year-to-date in Q3 2025 compared to 234 in Q3 2024. The Report indicates that 79 transactions were announced in Q3 2025.

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.