RIA Dealmaking Races to a Record Pace

by: Leo Almazora

The registered investment advisor (RIA) mergers and acquisitions market is on pace for a record-breaking year, with Echelon Partners projecting approximately 500 deals in 2026, surpassing last year's record of 466. A total of 262 transactions were announced in the first half, including 120 in the second quarter involving $378 billion in assets under management. Private equity-backed buyers accounted for nearly 76% of second-quarter deals, while experienced consolidators dominated activity, completing almost 90% of transactions. Firms such as Stratos Wealth Network, Wealth Enhancement Group and Carson Wealth led acquisitions. Larger RIAs remain attractive targets, though smaller firms continue to represent a significant share of completed deals.

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