Business Transformation | 04.30.25

Record RIA M&A Activity Marks Strong Start to 2025

by: Jonalyn Cueto

The registered investment advisor (RIA) industry saw 75 mergers and acquisitions in the first quarter, the third most active of all time, according to DeVoe & Company’s latest RIA Deal Book. This figure represents a 15% increase over the same period in 2024, itself a record-setting year with 272 transactions. Transactions involving firms managing between $1 billion and $5 billion in assets under management (AUM) comprised a third of all deals. According to the report, this increase lifted the average seller AUM to a record $1.2 billion, compared to $819 million two years earlier.

Read the full article on InvestmentNews