The Surge of M&A Activity in Wealth Management
The Modcast | Episode 005
In episode five of The Modcast, hosted by Gary Roth and Jason Gordo, they discuss the acceleration of M&A activity in wealth management.
Episode Highlights:
- The RIA space has seen significant growth in M&A activity over the past decade
- In 2014, there were only 41 known transactions in the RIA space, which has increased to 272 in 2024
- The first quarter of 2025 set a record with 75 transactions, indicating a strong market
- New firms are being established at a higher rate than those exiting the market
- The average age of financial advisors is in the late 50s, prompting many to consider succession planning
- Growth is the primary reason for RIAs to seek partnerships or sell their firms
Catch-Up with Casey Harrison to Learn More
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