IM Deals Blog

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

Written by admin | Nov 03, 2025

 

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