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.
Browsing: wealth management
A $1.3B trio left Focus Partners to launch under Mariner Independent. Inside the equity-versus-W-2 tension reshaping where breakaway advisors land in 2026.
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.
Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.
April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View — $7B+ moved. What it signals for wealth management.
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.