Private Equity is Reshaping the RIA Landscape

Over the last five years, private equity has become a driving force in the Registered Investment Advisor (RIA) sector—and it’s not slowing down.

PE-backed platforms like CAPTRUST, Cerity Partners, and Creative Planning are rewriting the playbook for RIA consolidation. Armed with capital, infrastructure, and M&A expertise, these firms are executing aggressive roll-up strategies, acquiring high-potential firms across the AUM spectrum.

But this isn’t just about scale.

It’s about standards.

With centralized tech, compliance, and operations, PE-backed RIAs are setting a new bar for efficiency, client service, and sustainable growth.

For founders, that means more than liquidity. It means options:

• Stay involved with minority recap structures
• Drive expansion with strategic partners
• Solve for succession with institutional continuity

As the market matures, the question isn’t if private equity will be involved—it’s how you’ll leverage it.

Thinking about what’s next for your firm? The path forward may already be paved.

📘 Download Colonnade’s latest RIA whitepaper.

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