Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
Browsing: Echelon Partners
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.