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.
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.
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