Aspen’s 8th deal spotlights permanent-capital RIA buyers who promise never to resell you, just as PE-backed roll-ups approach their exit clock. What sellers should ask.
Browsing: private equity
Dynasty’s Optima deal shows RIA consolidation in 2026 pivoting from buying AUM to selling growth services. What the deal data means for advisors weighing a sale.
Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.
J.P. Morgan’s 2026 report: 65% of family offices target AI but 79% have zero infrastructure allocation. Ocorian: 86% use AI internally, only 7% invest in it.
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.
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.
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.
466 RIA deals in 2025, valuations at 11.6x EBITDA, and LPL’s $2.7B Commonwealth deal. Inside the consolidation squeezing mid-size RIAs in 2026.