Research and Insights - ECHELON Partners

Our Research and Insights

One of our core capabilities is to deliver sector-specific, proprietary intelligence to top-tier wealth and investment management firms that helps them make informed decisions that deliver results.

Latest: Thought Leadership

Inside the Great Reshuffle: What Is Really Driving Advisor Movement?

Deal Reports and Other Research

FY Annual 2025 ECHELON RIA M&A Deal Report

25

Thought Leadership

The Role of Equity Sharing in Growth and Continuity for Wealth Managers

Thought Leadership

Competing in Wealth 3.0: How Ownership Structure Shapes Growth, Capital, and Control

Deal Reports and Other Research

Q1 2026 ECHELON RIA M&A Deal Report

Q1 26

Thought Leadership

What Early 2026 Wealth Management Transactions Suggest About the Future of the Industry

Thought Leadership

Successful RIAs Eventually Outgrow Their Operating Model: Why the skills that build a successful RIA are not always the same ones required to scale it.

Deal Reports and Other Research

Q2 2026 ECHELON RIA M&A Deal Report

Q2 26

Thought Leadership

Cultural Diligence Is an Operating Model Review: Why the compensation plan, the equity ledger, and the partnership agreement tell you more about a firm’s culture than any onsite visit.

Thought Leadership

RIA Valuation: What Is Your Firm Worth and What Do Buyers Look For? Understanding how buyers value RIA firms can help owners strengthen enterprise value well before a transaction

Deal Reports and Other Research

Q3 2025 ECHELON RIA M&A Deal Report

Q3 25

Deal Reports and Other Research

Q2 2025 ECHELON RIA M&A Deal Report

Q2 25

Deal Reports and Other Research

Q1 2025 ECHELON RIA M&A Deal Report

Q1 25

Deal Reports and Other Research

FY Annual 2024 ECHELON RIA M&A Deal Report

24

Deal Reports and Other Research

Q3 2024 ECHELON RIA M&A Deal Report

Q3 24

Deal Reports and Other Research

Q2 2024 ECHELON RIA M&A Deal Report

Q2 24