RIA consolidation drags during COVID-19

“The 46 transactions we saw in the first quarter was pretty evenly spread across January, February and March, and the slowdown in deal activity was nowhere near as dramatic as people where expecting,” said Mark Bruno, Echelon managing director.

RIA M&A: Strong in Q1, but COVID-19 Set to Take a Toll

Echelon said RIAs were the most active acquirers in Q1 and were responsible for 19 transactions, or 41%, of the total deals in Q1, according to Echelon.

Resurgence Seen In RIA M&A Deals After Pandemic Slowdown

Total deal activity for 2020 is still projected to be strong, although it will fall slightly behind the record-setting deal making that took place in 2019, when 203 transactions were completed, and behind the 220 deals projected for 2020, Echelon said.

Wealth Management M&A Sets Record in 2019

The deal tally exceeded 2018’s by 12.2% and represented a 15.4% annual growth rate over the past five years, according to the report from the investment bank and consulting firm.

RIA M&A Deals in 2019 Set Record for 7th Straight Year

M&A activity in the wealth management industry reached a new record high in 2019 – the seventh straight record-setting year, according to a new report by Echelon Partners. 

M&A in the RIA space rides to another record year

Daniel Seivert, Echelon chief executive, cited increased access to credit and a growing list of quality buyers as among the key drivers in the rapidly accelerating M&A trend.

No end in sight: Torrid RIA M&A market set to exceed 200 deals

The wealth management M&A market is on a white-hot streak and is poised to blast through the 200-deal barrier to hit an all-time high by year’s end, according to Echelon Partners RIA M&A Deal Report.

RIA acquisitions on record pace, despite sometimes volatile markets

Echelon Partners is predicting M&A activity in RIA space will be up 11% in 2019

Wealth Management M&A Deals on Track to Top 200 This Year

Breakaway activity reached a new high in the second quarter, Echelon Partners reports.

Breakaway Activity "Rampant" in First Quarter

Financial Advisor IQ

M&A Activity for RIAs Surges in Q1, Poised for Boffo Year

ThinkAdvisor

HighTower Advisors Lands $4.5 Billion RIA with Help from Bigger, Better Checkbook

RIABiz

ECHELON Partners Releases Q1 2018 RIA M&A Deal Report Showcasing Heightened Breakaway Activity as Broker Protocol Exits Induce Deals

ECHELON Press Release

ECHELON Partners Facilitates an Investment In and New Partnership for Collins Investment Group

ECHELON Press Release

ECHELON Partners Named a Multiple Finalist in the wealthmanagement.com 2017 Executive Forum and Industry Awards

ECHELON Press Release

Deals and Dealmakers Summit

Hosted by ECHELON Partners

Deals and Dealmakers Summit

Hosted by ECHELON Partners

BNY Mellon | Pershing RIA Symposium

The RIA Symposium hosts growth-minded advisory firms and provides thoughtful content covering investment solutions, practice management, and technology (all which are complimentary to the topics of the DDM).