RIA M&A activity moderated in February.
But the forces driving consolidation in wealth management are still very much in place.
Our latest monthly RIA M&A update breaks down what’s happening across the market.
A few themes stood out this month:
Two deals in particular highlight this dynamic — both involving platforms supported by institutional partners.
The RIA industry remains highly fragmented, and the combination of succession needs, growth ambitions, and capital-backed buyers continues to drive consolidation.
📥 Access the full report here.