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.
Browsing: private equity
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.
The DOL’s March 30, 2026 proposed rule opens 401(k) menus to private equity, real estate, and crypto. What savers, sponsors, and advisors need to know.