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: RIA consolidation
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.
Wealthspire acquires $1.2B Fi3 Advisors; Merit Financial closes 58th deal. Inside the boutique RIA M&A wave reshaping wealth management in 2026.