Browsing: Wealth Management
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Echelon: Q1 2026 RIA M&A set a record with 142 deals and $1.67T in AUM transacted. PE drove 72% of activity as US firms pushed into Europe and Australia.
39,171 advisors switched firms in 2025, a near-decade high. RIAs gained 2,573 net; wirehouses shed 1,144. What the independence tide means for wealth management in 2026.
Wirehouse retention bonuses no longer match what RIAs offer. Inside the 2026 lift-out economics: equity, time-to-vest, and why wirehouses are losing the math.
Wealthspire acquires $1.2B Fi3 Advisors; Merit Financial closes 58th deal. Inside the boutique RIA M&A wave reshaping wealth management in 2026.
LPL Financial agreed to buy Mariner Advisor Network: 367 advisors, $31B AUM. Inside the deal reshaping the independent broker-dealer landscape.
PE-backed platforms drove 90% of RIA M&A in 2025-2026. Inside the consolidation math, Wealth Enhancement’s $1.2B add, and what it signals for advisors.
A $1.3B trio left Focus Partners to launch under Mariner Independent. Inside the equity-versus-W-2 tension reshaping where breakaway advisors land in 2026.
Q1 2026 set a new RIA M&A record: 93 deals, $1.16B average AUM, Beacon Pointe leading with 7 closes. Inside the data and what’s driving the consolidation.
Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.
April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View — $7B+ moved. What it signals for wealth management.