Impact of Private Equity on the RIA Industry
The Modcast | Episode 009
In episode nine of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the how private equity has changed the RIA industry over the last decade or so.
Episode Highlights:
- Private Equity’s Role in RIA Space
- Impact on Valuation and Transactions
- Professionalization and Operational Excellence
- Scalability and Stability
- Industry Growth and Opportunities
Catch-Up with Casey Harrison to Learn More
Fidelity Source: https://clearingcustody.fidelity.com/app/literature/view?itemCode=9919281&renditionType=PDF
S&P Global Source: https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/2/private-equity-deals-in-asset-management-sector-hit-3year-high-87617815
Echelon Partners Source: https://7475083.fs1.hubspotusercontent-na1.net/hubfs/7475083/ECHELON%202024%20RIA%20M%26A%20Deal%20Report.pdf
American Investment Council Source: https://www.investmentcouncil.org/new-ey-report-shows-private-equity-strengthens-u-s-economy-with-more-jobs-higher-pay-and-increased-investment/#:~:text=WASHINGTON%2C%20D.C.%20%E2%80%93%20Private%20equity%20continues,percent%20of%20total%20U.S.%20GDP